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BISAX vs OAYEX
BISAX vs OAYEX Comparison
Open Charts BISAX vs OAYEX
Brandes International Small Cap Equity A
Price$18.82
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets726.08M
Oakmark International Small Cap Advisor
Price$17.35
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets1.21B
BISAX vs OAYEX Comparison Chart
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BISAX vs. OAYEX commentary
Apr 10, 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 OAYEX is a Buy.
FUNDAMENTALS
Fundamentals
OAYEX has more cash in the bank: 1.21B vs. BISAX (726M). BISAX pays higher dividends than OAYEX: BISAX (2.77) vs OAYEX (2.10). BISAX was incepted earlier than OAYEX: BISAX (13 years) vs OAYEX (8 years). BISAX (1.32) is less costly to investors than OAYEX (1.17). OAYEX is a more actively managed with annual turnover of: 40.00 vs. BISAX (1.99). BISAX has a lower initial minimum investment than OAYEX: BISAX (2500) vs OAYEX (100000). BISAX annual gain was more profitable for investors over the last year : 13.67 vs. OAYEX (-10.85). BISAX return over 5 years is better than : 163.49 vs. OAYEX (72.50).
| BISAX | OAYEX | BISAX / OAYEX | |
| Total Expense Ratio | 1.32 | 1.17 | 113% |
| Annual Report Gross Expense Ratio | 1.32 | 1.17 | 113% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 1.514 | -2.692 | -56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 1.21B | 60% |
| Annual Yield % from dividends | 2.77 | 2.10 | 132% |
| Returns for 1 year | 13.67 | -10.85 | -126% |
| Returns for 3 years | 71.90 | 5.82 | 1,235% |
| Returns for 5 years | 163.49 | 72.50 | 226% |
| Returns for 10 years | 77.72 | N/A | - |
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