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CVISX vs OAKEX
CVISX vs OAKEX Comparison
Open Charts CVISX vs OAKEX
Causeway International Small Cap I
Price$16.86
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
CVISX vs OAKEX Comparison Chart in %
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CVISX 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 CVISX is a Buy and OAKEX is a Buy.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.3B vs. CVISX (307M). CVISX pays higher dividends than OAKEX: CVISX (3.90) vs OAKEX (1.68). CVISX was incepted earlier than OAKEX: CVISX (11 years) vs OAKEX (30 years). CVISX (1.44) is less costly to investors than OAKEX (1.33). CVISX is a more actively managed with annual turnover of: 117.00 vs. OAKEX (37.00). OAKEX has a lower initial minimum investment than CVISX: OAKEX (0) vs CVISX (5000). CVISX annual gain was more profitable for investors over the last year : 29.51 vs. OAKEX (24.23). CVISX return over 5 years is better than : 73.17 vs. OAKEX (36.36).
| CVISX | OAKEX | CVISX / OAKEX | |
| Total Expense Ratio | 1.35 | 1.33 | 102% |
| Annual Report Gross Expense Ratio | 1.44 | 1.33 | 108% |
| Fund Existence | 11 years | 30 years | - |
| Gain YTD | 9.766 | 2.874 | 340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 1.3B | 24% |
| Annual Yield % from dividends | 3.90 | 1.68 | 232% |
| Returns for 1 year | 29.51 | 24.23 | 122% |
| Returns for 3 years | 62.62 | 29.67 | 211% |
| Returns for 5 years | 73.17 | 36.36 | 201% |
| Returns for 10 years | 155.36 | 93.58 | 166% |
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