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CIISX vs OAKEX
CIISX vs OAKEX Comparison
Open Charts CIISX vs OAKEX
Causeway International Small Cap Instl
Price$17.46
Change+$0.15 (+0.87%)
VolumeN/A
Net Assets286.22M
Oakmark International Small Cap Investor
Price$23.35
Change+$0.13 (+0.56%)
VolumeN/A
Net Assets1.37B
CIISX vs OAKEX Comparison Chart in %
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CIISX vs. OAKEX commentary
Sep 17, 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 Buy and OAKEX is a Buy.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.37B vs. CIISX (286M). CIISX pays higher dividends than OAKEX: CIISX (4.17) vs OAKEX (1.62). 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 : 19.91 vs. OAKEX (15.98). CIISX return over 5 years is better than : 102.31 vs. OAKEX (78.43).
| 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 | 28.222 | 30.886 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 1.37B | 21% |
| Annual Yield % from dividends | 4.17 | 1.62 | 258% |
| Returns for 1 year | 19.91 | 15.98 | 125% |
| Returns for 3 years | 80.95 | 67.59 | 120% |
| Returns for 5 years | 102.31 | 78.43 | 130% |
| Returns for 10 years | 139.90 | 67.23 | 208% |
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