BISAX
Price
$25.69
Change
-$0.12 (-0.46%)
Updated
Jun 18 closing price
Net Assets
1.38B
OAKEX
Price
$21.40
Change
-$0.08 (-0.37%)
Updated
Jun 18 closing price
Net Assets
1.26B
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BISAX vs OAKEX

BISAX vs OAKEX Comparison Chart in %
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BISAX vs. OAKEX commentary
Jun 20, 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: 1.38B vs. OAKEX (1.26B). BISAX pays higher dividends than OAKEX: BISAX (2.56) vs OAKEX (1.69). BISAX was incepted earlier than OAKEX: BISAX (14 years) vs OAKEX (31 years). OAKEX (1.33) and BISAX (1.32) have similar cost to investors . OAKEX is a more actively managed with annual turnover of: 37.00 vs. BISAX (0.92). 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 : 9.72 vs. OAKEX (0.57). BISAX return over 5 years is better than : 117.64 vs. OAKEX (14.69).
BISAXOAKEXBISAX / OAKEX
Total Expense Ratio1.321.3399%
Annual Report Gross Expense Ratio1.321.3399%
Fund Existence14 years31 years-
Gain YTD-1.306-2.37255%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.38B1.26B110%
Annual Yield % from dividends2.561.69151%
Returns for 1 year9.720.571,699%
Returns for 3 years91.5016.08569%
Returns for 5 years117.6414.69801%
Returns for 10 years147.6660.71243%
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