Ad is loading...
BISAX vs OAKEX
BISAX vs OAKEX Comparison
Open Charts BISAX vs OAKEX
Brandes International Small Cap Equity A
Price$20.38
Change-$0.11 (-0.54%)
VolumeN/A
Net Assets787.38M
Oakmark International Small Cap Investor
Price$18.96
Change-$0.39 (-2.02%)
VolumeN/A
Net Assets1.21B
BISAX vs OAKEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BISAX vs. OAKEX commentary
Apr 04, 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 Hold and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.21B vs. BISAX (787M). BISAX pays higher dividends than OAKEX: BISAX (2.77) vs OAKEX (1.93). BISAX was incepted earlier than OAKEX: BISAX (13 years) vs OAKEX (29 years). OAKEX (1.33) and BISAX (1.32) have similar cost to investors . OAKEX is a more actively managed with annual turnover of: 40.00 vs. BISAX (1.99). 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 : 24.67 vs. OAKEX (-1.61). BISAX return over 5 years is better than : 216.13 vs. OAKEX (113.76).
| BISAX | OAKEX | BISAX / OAKEX | |
| Total Expense Ratio | 1.32 | 1.33 | 99% |
| Annual Report Gross Expense Ratio | 1.32 | 1.33 | 99% |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 10.817 | 6.278 | 172% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 787M | 1.21B | 65% |
| Annual Yield % from dividends | 2.77 | 1.93 | 144% |
| Returns for 1 year | 24.67 | -1.61 | -1,530% |
| Returns for 3 years | 82.26 | 11.58 | 710% |
| Returns for 5 years | 216.13 | 113.76 | 190% |
| Returns for 10 years | 93.86 | 24.79 | 379% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TPYAX | 8.16 | N/A | N/A |
| Touchstone Sands Capital Intl Gr Eq A | |||
| VGSAX | 34.59 | N/A | N/A |
| Virtus Duff & Phelps Glb Rl Estt Secs A | |||
| AASCX | 29.56 | N/A | N/A |
| Thrivent Mid Cap Stock A | |||
| RRRCX | 22.41 | N/A | N/A |
| DWS RREEF Real Estate Securities C | |||
| FEUPX | 54.19 | -1.56 | -2.80% |
| American Funds Europacific Growth F3 | |||