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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
Sep 13, 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 Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. AAIEX (552M). AAIEX pays higher dividends than OAKIX: AAIEX (2.74) vs OAKIX (1.70). 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 annual gain was more profitable for investors over the last year : 11.43 vs. AAIEX (9.78). OAKIX return over 5 years is better than : 29.80 vs. AAIEX (16.38).
| 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 | 11.729 | 5.262 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 12.8B | 4% |
| Annual Yield % from dividends | 2.74 | 1.70 | 161% |
| Returns for 1 year | 9.78 | 11.43 | 86% |
| Returns for 3 years | 25.84 | 39.69 | 65% |
| Returns for 5 years | 16.38 | 29.80 | 55% |
| Returns for 10 years | 40.59 | 76.06 | 53% |
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