BISAX
Price
$25.69
Change
-$0.12 (-0.46%)
Updated
Jun 18 closing price
Net Assets
1.38B
DWUSX
Price
$22.02
Change
+$0.07 (+0.32%)
Updated
Jun 18 closing price
Net Assets
924.71M
Interact to see
Advertisement

BISAX vs DWUSX

BISAX vs DWUSX Comparison Chart in %
View a ticker or compare two or three
VS
BISAX vs. DWUSX commentary
Jun 20, 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 BISAX is a Hold and DWUSX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BISAX has more cash in the bank: 1.38B vs. DWUSX (925M). BISAX (2.56) and DWUSX (2.45) have matching dividends . BISAX was incepted earlier than DWUSX: BISAX (14 years) vs DWUSX (14 years). BISAX (1.32) is less costly to investors than DWUSX (0.48). DWUSX is a more actively managed with annual turnover of: 17.00 vs. BISAX (0.92). DWUSX has a lower initial minimum investment than BISAX: DWUSX (0) vs BISAX (2500). DWUSX annual gain was more profitable for investors over the last year : 34.61 vs. BISAX (9.72). BISAX return over 5 years is better than : 117.64 vs. DWUSX (60.02).
BISAXDWUSXBISAX / DWUSX
Total Expense Ratio1.320.48275%
Annual Report Gross Expense Ratio1.320.48275%
Fund Existence14 years14 years-
Gain YTD-1.30613.731-10%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.38B925M149%
Annual Yield % from dividends2.562.45104%
Returns for 1 year9.7234.6128%
Returns for 3 years91.5068.80133%
Returns for 5 years117.6460.02196%
Returns for 10 years147.66119.62123%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VPMAX236.986.07
+2.63%
Vanguard PRIMECAP Adm
EQIIX19.130.31
+1.65%
Allspring Emerging Markets Eq Advtg Inst
HEONX20.490.31
+1.54%
Hartford Climate Opportunities C
SAMVX13.950.19
+1.38%
Virtus Ceredex Mid-Cap Value Equity A
LMVRX131.740.86
+0.66%
ClearBridge Value R