| BISAX | OAKEX | BISAX / OAKEX | |
| Total Expense Ratio | 1.32 | 1.33 | 99% |
| Annual Report Gross Expense Ratio | 1.32 | 1.33 | 99% |
| Fund Existence | 15 years | 31 years | - |
| Gain YTD | 10.203 | 6.843 | 149% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 1.26B | 114% |
| Annual Yield % from dividends | 2.84 | 1.64 | 174% |
| Returns for 1 year | 13.20 | 2.45 | 540% |
| Returns for 3 years | 113.85 | 30.83 | 369% |
| Returns for 5 years | 137.05 | 19.79 | 693% |
| Returns for 10 years | 172.44 | 73.50 | 235% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AMAHX | 12.59 | 0.06 | +0.48% |
| American Century Small Cap Dividend A | |||
| FFBGX | 43.46 | 0.07 | +0.16% |
| American Funds Global Balanced 529-F-3 | |||
| SCSCX | 79.92 | N/A | N/A |
| Touchstone Large Cap Focused C | |||
| GSRIX | 13.58 | N/A | N/A |
| Goldman Sachs Rising Dividend Gr Inv | |||
| WILJX | 25.75 | N/A | N/A |
| William Blair International Ldrs R6 | |||