BISAX
Price
$28.21
Change
+$0.03 (+0.11%)
Updated
Aug 13 closing price
Net Assets
1.44B
OAKEX
Price
$23.42
Change
+$0.10 (+0.43%)
Updated
Aug 13 closing price
Net Assets
1.26B
Interact to see
Advertisement

BISAX vs OAKEX

BISAX vs OAKEX Comparison Chart in %
View a ticker or compare two or three
VS
BISAX vs. OAKEX commentary
Aug 14, 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 StrongBuy and OAKEX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BISAX has more cash in the bank: 1.44B vs. OAKEX (1.26B). BISAX pays higher dividends than OAKEX: BISAX (2.84) vs OAKEX (1.64). BISAX was incepted earlier than OAKEX: BISAX (15 years) vs OAKEX (31 years). OAKEX (1.33) and BISAX (1.32) 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 : 13.20 vs. OAKEX (2.45). BISAX return over 5 years is better than : 137.05 vs. OAKEX (19.79).
BISAXOAKEXBISAX / OAKEX
Total Expense Ratio1.321.3399%
Annual Report Gross Expense Ratio1.321.3399%
Fund Existence15 years31 years-
Gain YTD10.2036.843149%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.44B1.26B114%
Annual Yield % from dividends2.841.64174%
Returns for 1 year13.202.45540%
Returns for 3 years113.8530.83369%
Returns for 5 years137.0519.79693%
Returns for 10 years172.4473.50235%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AMAHX12.590.06
+0.48%
American Century Small Cap Dividend A
FFBGX43.460.07
+0.16%
American Funds Global Balanced 529-F-3
SCSCX79.92N/A
N/A
Touchstone Large Cap Focused C
GSRIX13.58N/A
N/A
Goldman Sachs Rising Dividend Gr Inv
WILJX25.75N/A
N/A
William Blair International Ldrs R6