Interact to see
Advertisement
Advertisement
CIISX vs OAKEX
CIISX vs OAKEX Comparison
Open Charts CIISX vs OAKEX
Causeway International Small Cap Instl
Price$16.97
Change+$0.19 (+1.13%)
VolumeN/A
Net Assets278.39M
Oakmark International Small Cap Investor
Price$21.61
Change+$0.14 (+0.65%)
VolumeN/A
Net Assets1.3B
CIISX vs OAKEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIISX vs. OAKEX commentary
Nov 25, 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 Hold and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.3B vs. CIISX (278M). CIISX pays higher dividends than OAKEX: CIISX (4.13) vs OAKEX (1.68). 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 : 17.01 vs. OAKEX (15.13). CIISX return over 5 years is better than : 89.33 vs. OAKEX (40.51).
| 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 | 24.296 | 21.132 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 1.3B | 21% |
| Annual Yield % from dividends | 4.13 | 1.68 | 246% |
| Returns for 1 year | 17.01 | 15.13 | 112% |
| Returns for 3 years | 66.92 | 34.09 | 196% |
| Returns for 5 years | 89.33 | 40.51 | 221% |
| Returns for 10 years | 127.08 | 54.88 | 232% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers