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CIISX vs OAKEX
CIISX vs OAKEX Comparison
Open Charts CIISX vs OAKEX
Causeway International Small Cap Instl
Price$17.20
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets283.34M
Oakmark International Small Cap Investor
Price$22.69
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.34B
CIISX vs OAKEX Comparison Chart in %
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CIISX vs. OAKEX commentary
Oct 09, 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 CIISX is a StrongBuy and OAKEX is a Buy.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.34B vs. CIISX (283M). CIISX pays higher dividends than OAKEX: CIISX (4.11) vs OAKEX (1.65). CIISX was incepted earlier than OAKEX: CIISX (11 years) vs OAKEX (30 years). OAKEX (1.33) is less costly to investors than CIISX (1.21). CIISX is a more actively managed with annual turnover of: 113.00 vs. OAKEX (40.00). OAKEX has a lower initial minimum investment than CIISX: OAKEX (0) vs CIISX (1000000). CIISX annual gain was more profitable for investors over the last year : 15.92 vs. OAKEX (11.93). CIISX return over 5 years is better than : 96.75 vs. OAKEX (69.78).
| CIISX | OAKEX | CIISX / OAKEX | |
| Total Expense Ratio | 1.10 | 1.33 | 83% |
| Annual Report Gross Expense Ratio | 1.21 | 1.33 | 91% |
| Fund Existence | 11 years | 30 years | - |
| Gain YTD | 26.815 | 27.186 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 1.34B | 21% |
| Annual Yield % from dividends | 4.11 | 1.65 | 250% |
| Returns for 1 year | 15.92 | 11.93 | 133% |
| Returns for 3 years | 87.82 | 75.59 | 116% |
| Returns for 5 years | 96.75 | 69.78 | 139% |
| Returns for 10 years | 131.90 | 55.59 | 237% |
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