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AAIEX vs OAKIX
AAIEX vs OAKIX Comparison
Open Charts AAIEX vs OAKIX
AAIEX vs OAKIX Comparison Chart in %
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AAIEX vs. OAKIX commentary
Jul 09, 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 AAIEX is a Hold and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. AAIEX (601M). AAIEX pays higher dividends than OAKIX: AAIEX (2.89) vs OAKIX (1.83). AAIEX was incepted earlier than OAKIX: AAIEX (35 years) vs OAKIX (34 years). OAKIX (1.06) is less costly to investors than AAIEX (0.80). OAKIX (51.00) and AAIEX (49.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than AAIEX: OAKIX (0) vs AAIEX (250000). OAKIX (9.90) and AAIEX (9.46) have marching annual gain over last year. OAKIX return over 5 years is better than : 22.16 vs. AAIEX (11.80).
| AAIEX | OAKIX | AAIEX / OAKIX | |
| Total Expense Ratio | 0.80 | 1.06 | 75% |
| Annual Report Gross Expense Ratio | 0.80 | 1.06 | 75% |
| Fund Existence | 35 years | 34 years | - |
| Gain YTD | 7.544 | 2.492 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 12.4B | 5% |
| Annual Yield % from dividends | 2.89 | 1.83 | 158% |
| Returns for 1 year | 9.46 | 9.90 | 96% |
| Returns for 3 years | 22.00 | 33.50 | 66% |
| Returns for 5 years | 11.80 | 22.16 | 53% |
| Returns for 10 years | 42.40 | 94.51 | 45% |
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