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BISAX vs OAKEX
BISAX vs OAKEX Comparison
Open Charts BISAX vs OAKEX
Brandes International Small Cap Equity A
Price$25.59
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets1.36B
Oakmark International Small Cap Investor
Price$23.33
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.36B
BISAX vs OAKEX Comparison Chart in %
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BISAX vs. OAKEX commentary
Aug 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BISAX is a StrongBuy and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
OAKEX (1.36B) and BISAX (1.36B) have equal amount of cash in the bank . BISAX pays higher dividends than OAKEX: BISAX (2.69) vs OAKEX (1.67). BISAX was incepted earlier than OAKEX: BISAX (14 years) vs OAKEX (30 years). OAKEX (1.33) and BISAX (1.32) have similar cost to investors . OAKEX is a more actively managed with annual turnover of: 40.00 vs. BISAX (16.60). OAKEX has a lower initial minimum investment than BISAX: OAKEX (0) vs BISAX (2500). BISAX annual gain was more profitable for investors over the last year : 38.77 vs. OAKEX (13.93). BISAX return over 5 years is better than : 208.78 vs. OAKEX (76.28).
| BISAX | OAKEX | BISAX / OAKEX | |
| Total Expense Ratio | 1.32 | 1.33 | 99% |
| Annual Report Gross Expense Ratio | 1.32 | 1.33 | 99% |
| Fund Existence | 14 years | 30 years | - |
| Gain YTD | 39.566 | 30.774 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 1.36B | 100% |
| Annual Yield % from dividends | 2.69 | 1.67 | 161% |
| Returns for 1 year | 38.77 | 13.93 | 278% |
| Returns for 3 years | 157.62 | 63.50 | 248% |
| Returns for 5 years | 208.78 | 76.28 | 274% |
| Returns for 10 years | 151.90 | 63.41 | 240% |
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