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AAIPX vs OAKIX
AAIPX vs OAKIX Comparison
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AAIPX vs OAKIX Comparison Chart in %
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AAIPX 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 AAIPX is a Hold and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. AAIPX (597M). AAIPX pays higher dividends than OAKIX: AAIPX (2.61) vs OAKIX (1.83). AAIPX was incepted earlier than OAKIX: AAIPX (32 years) vs OAKIX (34 years). AAIPX (1.12) is less costly to investors than OAKIX (1.06). OAKIX (51.00) and AAIPX (49.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than AAIPX: OAKIX (0) vs AAIPX (2500). OAKIX (10.27) and AAIPX (10.02) have marching annual gain over last year. OAKIX return over 5 years is better than : 22.45 vs. AAIPX (11.69).
| AAIPX | OAKIX | AAIPX / OAKIX | |
| Total Expense Ratio | 1.12 | 1.06 | 106% |
| Annual Report Gross Expense Ratio | 1.12 | 1.06 | 106% |
| Fund Existence | 32 years | 34 years | - |
| Gain YTD | 8.606 | 2.769 | 311% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 12.4B | 5% |
| Annual Yield % from dividends | 2.61 | 1.83 | 143% |
| Returns for 1 year | 10.02 | 10.27 | 98% |
| Returns for 3 years | 16.62 | 26.96 | 62% |
| Returns for 5 years | 11.69 | 22.45 | 52% |
| Returns for 10 years | 36.53 | 83.92 | 44% |
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