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CIISX vs OAKEX
CIISX vs OAKEX Comparison
Open Charts CIISX vs OAKEX
Causeway International Small Cap Instl
Price$16.98
Change-$0.13 (-0.76%)
VolumeN/A
Net Assets283.2M
Oakmark International Small Cap Investor
Price$22.34
Change-$0.09 (-0.40%)
VolumeN/A
Net Assets1.34B
CIISX vs OAKEX Comparison Chart in %
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CIISX vs. OAKEX commentary
Oct 18, 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: 1.34B 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 : 14.75 vs. OAKEX (10.47). CIISX return over 5 years is better than : 97.52 vs. OAKEX (67.62).
| 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 | 25.778 | 25.224 | 102% |
| 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 | 14.75 | 10.47 | 141% |
| Returns for 3 years | 87.00 | 64.90 | 134% |
| Returns for 5 years | 97.52 | 67.62 | 144% |
| Returns for 10 years | 124.50 | 55.27 | 225% |
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