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AAERX vs OAKIX
AAERX vs OAKIX Comparison
Open Charts AAERX vs OAKIX
AAERX vs OAKIX Comparison Chart in %
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AAERX vs. OAKIX commentary
Jul 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 AAERX is a Hold and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. AAERX (597M). AAERX pays higher dividends than OAKIX: AAERX (2.90) vs OAKIX (1.83). AAERX was incepted earlier than OAKIX: AAERX (9 years) vs OAKIX (34 years). OAKIX (1.06) is less costly to investors than AAERX (0.80). OAKIX (51.00) and AAERX (49.00) have comparable annual turnover. AAERX (0) and OAKIX (0) have matching initial minimum investment requirements. AAERX (10.61) and OAKIX (10.27) have marching annual gain over last year. OAKIX return over 5 years is better than : 22.45 vs. AAERX (17.15).
| AAERX | OAKIX | AAERX / OAKIX | |
| Total Expense Ratio | 0.70 | 1.06 | 66% |
| Annual Report Gross Expense Ratio | 0.80 | 1.06 | 75% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 8.822 | 2.769 | 319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 12.4B | 5% |
| Annual Yield % from dividends | 2.90 | 1.83 | 159% |
| Returns for 1 year | 10.61 | 10.27 | 103% |
| Returns for 3 years | 18.40 | 26.96 | 68% |
| Returns for 5 years | 17.15 | 22.45 | 76% |
| Returns for 10 years | N/A | 83.92 | - |
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