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BISAX vs OAZEX
BISAX vs OAZEX Comparison
Open Charts BISAX vs OAZEX
Brandes International Small Cap Equity A
Price$26.38
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.42B
Oakmark International Small Cap R6
Price$21.86
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.28B
BISAX vs OAZEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BISAX has more cash in the bank: 1.42B vs. OAZEX (1.29B). BISAX pays higher dividends than OAZEX: BISAX (2.67) vs OAZEX (1.94). BISAX was incepted earlier than OAZEX: BISAX (14 years) vs OAZEX (5 years). BISAX (1.32) is less costly to investors than OAZEX (1.06). OAZEX is a more actively managed with annual turnover of: 37.00 vs. BISAX (16.60). BISAX has a lower initial minimum investment than OAZEX: BISAX (2500) vs OAZEX (1000000). BISAX annual gain was more profitable for investors over the last year : 45.42 vs. OAZEX (22.53). BISAX return over 5 years is better than : 170.56 vs. OAZEX (38.89).
| BISAX | OAZEX | BISAX / OAZEX | |
| Total Expense Ratio | 1.32 | 1.06 | 125% |
| Annual Report Gross Expense Ratio | 1.32 | 1.06 | 125% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 44.907 | 23.016 | 195% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 1.29B | 111% |
| Annual Yield % from dividends | 2.67 | 1.94 | 137% |
| Returns for 1 year | 45.42 | 22.53 | 202% |
| Returns for 3 years | 148.26 | 38.10 | 389% |
| Returns for 5 years | 170.56 | 38.89 | 439% |
| Returns for 10 years | 158.27 | N/A | - |
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