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AVDVX vs BISAX
AVDVX vs BISAX Comparison
Open Charts AVDVX vs BISAX
AVDVX vs BISAX Comparison Chart in %
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AVDVX vs. BISAX commentary
Jun 28, 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: 1.33B vs. AVDVX (615M). AVDVX pays higher dividends than BISAX: AVDVX (2.92) vs BISAX (2.56). AVDVX was incepted earlier than BISAX: AVDVX (7 years) vs BISAX (14 years). BISAX (1.32) is less costly to investors than AVDVX (0.36). AVDVX is a more actively managed with annual turnover of: 31.00 vs. BISAX (0.92). 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 : 26.82 vs. BISAX (6.22). BISAX return over 5 years is better than : 109.72 vs. AVDVX (72.83).
| 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 | 14 years | - |
| Gain YTD | 12.103 | -2.151 | -563% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 615M | 1.33B | 46% |
| Annual Yield % from dividends | 2.92 | 2.56 | 114% |
| Returns for 1 year | 26.82 | 6.22 | 431% |
| Returns for 3 years | 88.06 | 105.73 | 83% |
| Returns for 5 years | 72.83 | 109.72 | 66% |
| Returns for 10 years | N/A | 159.26 | - |
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