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BISAX vs OAKEX
BISAX vs OAKEX Comparison
Open Charts BISAX vs OAKEX
Brandes International Small Cap Equity A
Price$18.68
Change-$0.07 (-0.37%)
VolumeN/A
CapitalizationN/A
Oakmark International Small Cap Investor
Price$19.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BISAX vs OAKEX Comparison Chart
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BISAX vs. OAKEX commentary
Nov 18, 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 Sell and OAKEX is a StrongSell.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.57B vs. BISAX (658M). 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 : 33.38 vs. OAKEX (8.22). BISAX return over 5 years is better than : 101.49 vs. OAKEX (31.84).
| 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 | 22.421 | -0.462 | -4,858% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 1.57B | 42% |
| Annual Yield % from dividends | 2.59 | 1.82 | 142% |
| Returns for 1 year | 33.38 | 8.22 | 406% |
| Returns for 3 years | 50.86 | -1.88 | -2,700% |
| Returns for 5 years | 101.49 | 31.84 | 319% |
| Returns for 10 years | 79.76 | 29.49 | 270% |
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