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BISAX vs OAKEX
BISAX vs OAKEX Comparison
Open Charts BISAX vs OAKEX
Brandes International Small Cap Equity A
Price$26.38
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.42B
Oakmark International Small Cap Investor
Price$21.95
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.28B
BISAX vs OAKEX Comparison Chart in %
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BISAX vs. OAKEX commentary
Dec 28, 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
BISAX has more cash in the bank: 1.42B vs. OAKEX (1.29B). BISAX pays higher dividends than OAKEX: BISAX (2.67) vs OAKEX (1.68). 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: 37.00 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 : 45.42 vs. OAKEX (22.56). BISAX return over 5 years is better than : 170.56 vs. OAKEX (37.81).
| 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 | 44.907 | 23.038 | 195% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 1.29B | 111% |
| Annual Yield % from dividends | 2.67 | 1.68 | 159% |
| Returns for 1 year | 45.42 | 22.56 | 201% |
| Returns for 3 years | 148.26 | 37.34 | 397% |
| Returns for 5 years | 170.56 | 37.81 | 451% |
| Returns for 10 years | 158.27 | 65.86 | 240% |
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