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AVDVX vs BISAX
AVDVX vs BISAX Comparison
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AVDVX vs BISAX Comparison Chart in %
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AVDVX vs. BISAX commentary
Aug 23, 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 AVDVX is a Hold and BISAX is a Hold.
FUNDAMENTALS
Fundamentals
BISAX has more cash in the bank: 1.45B vs. AVDVX (672M). AVDVX pays higher dividends than BISAX: AVDVX (3.02) vs BISAX (2.84). AVDVX was incepted earlier than BISAX: AVDVX (7 years) vs BISAX (15 years). BISAX (1.32) is less costly to investors than AVDVX (0.36). BISAX is a more actively managed with annual turnover of: 38.40 vs. AVDVX (31.00). BISAX has a lower initial minimum investment than AVDVX: BISAX (2500) vs AVDVX (5000000). AVDVX annual gain was more profitable for investors over the last year : 28.44 vs. BISAX (14.86). BISAX return over 5 years is better than : 143.59 vs. AVDVX (92.33).
| AVDVX | BISAX | AVDVX / BISAX | |
| Total Expense Ratio | 0.36 | 1.32 | 27% |
| Annual Report Gross Expense Ratio | 0.36 | 1.32 | 27% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 21.577 | 10.593 | 204% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 672M | 1.45B | 47% |
| Annual Yield % from dividends | 3.02 | 2.84 | 106% |
| Returns for 1 year | 28.44 | 14.86 | 191% |
| Returns for 3 years | 99.92 | 119.31 | 84% |
| Returns for 5 years | 92.33 | 143.59 | 64% |
| Returns for 10 years | N/A | 172.59 | - |
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