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CIISX vs OAKEX
CIISX vs OAKEX Comparison
Open Charts CIISX vs OAKEX
Causeway International Small Cap Instl
Price$16.88
Change+$0.13 (+0.78%)
VolumeN/A
Net Assets307.17M
Oakmark International Small Cap Investor
Price$22.55
Change+$0.27 (+1.21%)
VolumeN/A
Net Assets1.3B
CIISX vs OAKEX Comparison Chart in %
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CIISX 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 CIISX is a Buy and OAKEX is a Buy.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.3B vs. CIISX (307M). CIISX pays higher dividends than OAKEX: CIISX (4.12) 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: 117.00 vs. OAKEX (37.00). 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 : 29.86 vs. OAKEX (24.23). CIISX return over 5 years is better than : 75.30 vs. OAKEX (36.36).
| 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 | 9.824 | 2.874 | 342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 1.3B | 24% |
| Annual Yield % from dividends | 4.12 | 1.68 | 245% |
| Returns for 1 year | 29.86 | 24.23 | 123% |
| Returns for 3 years | 63.89 | 29.67 | 215% |
| Returns for 5 years | 75.30 | 36.36 | 207% |
| Returns for 10 years | 161.57 | 93.58 | 173% |
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