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BISAX vs OAKEX
BISAX vs OAKEX Comparison
Open Charts BISAX vs OAKEX
Brandes International Small Cap Equity A
Price$27.45
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets1.52B
Oakmark International Small Cap Investor
Price$22.55
Change+$0.27 (+1.21%)
VolumeN/A
Net Assets1.3B
BISAX vs OAKEX Comparison Chart in %
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BISAX vs. OAKEX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
BISAX has more cash in the bank: 1.52B vs. OAKEX (1.3B). BISAX pays higher dividends than OAKEX: BISAX (2.49) 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 : 46.85 vs. OAKEX (24.23). BISAX return over 5 years is better than : 168.90 vs. OAKEX (36.36).
| 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 | 5.455 | 2.874 | 190% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.3B | 117% |
| Annual Yield % from dividends | 2.49 | 1.68 | 148% |
| Returns for 1 year | 46.85 | 24.23 | 193% |
| Returns for 3 years | 135.87 | 29.67 | 458% |
| Returns for 5 years | 168.90 | 36.36 | 465% |
| Returns for 10 years | 192.73 | 93.58 | 206% |
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