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BISAX vs OAKEX
BISAX vs OAKEX Comparison
Open Charts BISAX vs OAKEX
Brandes International Small Cap Equity A
Price$18.55
Change-$0.43 (-2.27%)
VolumeN/A
CapitalizationN/A
Oakmark International Small Cap Investor
Price$17.80
Change-$0.38 (-2.09%)
VolumeN/A
CapitalizationN/A
BISAX vs OAKEX Comparison Chart
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BISAX vs. OAKEX commentary
Dec 19, 2024
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 OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.52B vs. BISAX (660M). BISAX pays higher dividends than OAKEX: BISAX (2.59) vs OAKEX (1.82). BISAX was incepted earlier than OAKEX: BISAX (13 years) vs OAKEX (29 years). BISAX (32.77) and OAKEX (32.00) have comparable annual turnover. OAKEX has a lower initial minimum investment than BISAX: OAKEX (0) vs BISAX (2500). BISAX annual gain was more profitable for investors over the last year : 28.05 vs. OAKEX (-2.38). BISAX return over 5 years is better than : 97.86 vs. OAKEX (20.98).
| BISAX | OAKEX | BISAX / OAKEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 24.781 | -4.934 | -502% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 1.52B | 43% |
| Annual Yield % from dividends | 2.59 | 1.82 | 142% |
| Returns for 1 year | 28.05 | -2.38 | -1,178% |
| Returns for 3 years | 64.63 | 0.18 | 35,322% |
| Returns for 5 years | 97.86 | 20.98 | 466% |
| Returns for 10 years | 93.38 | 33.12 | 282% |
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