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BISAX vs OAKEX
BISAX vs OAKEX Comparison
Open Charts BISAX vs OAKEX
Brandes International Small Cap Equity A
Price$25.47
Change+$0.22 (+0.87%)
VolumeN/A
Net Assets1.31B
Oakmark International Small Cap Investor
Price$23.14
Change+$0.30 (+1.31%)
VolumeN/A
Net Assets1.36B
BISAX vs OAKEX Comparison Chart in %
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BISAX vs. OAKEX commentary
Aug 08, 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 Hold and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
OAKEX (1.36B) and BISAX (1.31B) 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 : 46.87 vs. OAKEX (19.43). BISAX return over 5 years is better than : 212.97 vs. OAKEX (80.16).
| 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 | 38.361 | 28.027 | 137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 1.36B | 96% |
| Annual Yield % from dividends | 2.69 | 1.67 | 161% |
| Returns for 1 year | 46.87 | 19.43 | 241% |
| Returns for 3 years | 149.33 | 48.92 | 305% |
| Returns for 5 years | 212.97 | 80.16 | 266% |
| Returns for 10 years | 139.08 | 51.25 | 271% |
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