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BISAX vs OAKEX
BISAX vs OAKEX Comparison
Open Charts BISAX vs OAKEX
Brandes International Small Cap Equity A
Price$19.27
Change+$0.20 (+1.05%)
VolumeN/A
Net Assets691.01M
Oakmark International Small Cap Investor
Price$18.84
Change+$0.17 (+0.91%)
VolumeN/A
Net Assets1.26B
BISAX vs OAKEX Comparison Chart
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BISAX vs. OAKEX commentary
Jan 31, 2025
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 StrongBuy and OAKEX is a Buy.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.26B vs. BISAX (691M). 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 : 29.22 vs. OAKEX (1.48). BISAX return over 5 years is better than : 109.21 vs. OAKEX (29.62).
| 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 | 3.137 | 5.605 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 691M | 1.26B | 55% |
| Annual Yield % from dividends | 2.59 | 1.82 | 142% |
| Returns for 1 year | 29.22 | 1.48 | 1,969% |
| Returns for 3 years | 63.55 | 2.25 | 2,827% |
| Returns for 5 years | 109.21 | 29.62 | 369% |
| Returns for 10 years | 97.96 | 36.02 | 272% |
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