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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
Aug 02, 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: 1.4B vs. AVDVX (628M). 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 : 26.96 vs. BISAX (12.31). BISAX return over 5 years is better than : 135.59 vs. AVDVX (75.84).
| 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 | 13.875 | 7.038 | 197% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 1.4B | 45% |
| Annual Yield % from dividends | 3.02 | 2.84 | 106% |
| Returns for 1 year | 26.96 | 12.31 | 219% |
| Returns for 3 years | 79.98 | 108.00 | 74% |
| Returns for 5 years | 75.84 | 135.59 | 56% |
| Returns for 10 years | N/A | 170.06 | - |
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