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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
Jun 03, 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 StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. AAIPX (605M). AAIPX pays higher dividends than OAKIX: AAIPX (2.60) vs OAKIX (1.82). 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 annual gain was more profitable for investors over the last year : 14.26 vs. AAIPX (13.15). OAKIX return over 5 years is better than : 14.80 vs. AAIPX (7.27).
| 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 | 7.662 | 1.692 | 453% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 605M | 12.9B | 5% |
| Annual Yield % from dividends | 2.60 | 1.82 | 143% |
| Returns for 1 year | 13.15 | 14.26 | 92% |
| Returns for 3 years | 21.45 | 33.56 | 64% |
| Returns for 5 years | 7.27 | 14.80 | 49% |
| Returns for 10 years | 31.25 | 77.55 | 40% |
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