BISAX
Price
$27.88
Change
+$0.19 (+0.69%)
Updated
Sep 17 closing price
Net Assets
1.41B
OAKEX
Price
$22.75
Change
+$0.25 (+1.11%)
Updated
Sep 17 closing price
Net Assets
1.3B
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BISAX vs OAKEX

BISAX vs OAKEX Comparison Chart in %
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BISAX vs. OAKEX commentary
Sep 18, 2026

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.

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FUNDAMENTALS
Fundamentals
BISAX has more cash in the bank: 1.41B vs. OAKEX (1.3B). BISAX pays higher dividends than OAKEX: BISAX (2.76) vs OAKEX (1.58). BISAX was incepted earlier than OAKEX: BISAX (15 years) vs OAKEX (31 years). OAKEX (1.33) and BISAX (1.28) have similar cost to investors . BISAX (38.40) and OAKEX (37.00) 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 : 10.54 vs. OAKEX (-0.18). BISAX return over 5 years is better than : 131.65 vs. OAKEX (18.39).
BISAXOAKEXBISAX / OAKEX
Total Expense Ratio1.281.3396%
Annual Report Gross Expense Ratio1.281.3396%
Fund Existence15 years31 years-
Gain YTD8.9133.786235%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.41B1.3B109%
Annual Yield % from dividends2.761.58174%
Returns for 1 year10.54-0.18-5,748%
Returns for 3 years112.8232.77344%
Returns for 5 years131.6518.39716%
Returns for 10 years171.8970.49244%
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