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BISAX vs OAZEX
BISAX vs OAZEX Comparison
Open Charts BISAX vs OAZEX
Brandes International Small Cap Equity A
Price$27.37
Change+$1.98 (+7.80%)
VolumeN/A
Net Assets1.51B
Oakmark International Small Cap R6
Price$22.20
Change-$0.31 (-1.38%)
VolumeN/A
Net Assets1.3B
BISAX vs OAZEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BISAX has more cash in the bank: 1.51B vs. OAZEX (1.3B). BISAX pays higher dividends than OAZEX: BISAX (2.49) vs OAZEX (1.97). 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 : 47.73 vs. OAZEX (23.94). BISAX return over 5 years is better than : 172.44 vs. OAZEX (37.55).
| 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 | 5.148 | 1.695 | 304% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 1.3B | 116% |
| Annual Yield % from dividends | 2.49 | 1.97 | 126% |
| Returns for 1 year | 47.73 | 23.94 | 199% |
| Returns for 3 years | 135.18 | 29.22 | 463% |
| Returns for 5 years | 172.44 | 37.55 | 459% |
| Returns for 10 years | 191.87 | N/A | - |
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