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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
Aug 23, 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 Buy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. AAIPX (574M). AAIPX pays higher dividends than OAKIX: AAIPX (2.52) vs OAKIX (1.74). 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 : 15.97 vs. AAIPX (12.47). OAKIX return over 5 years is better than : 35.31 vs. AAIPX (19.02).
| 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 | 13.937 | 8.646 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 574M | 12.8B | 4% |
| Annual Yield % from dividends | 2.52 | 1.74 | 145% |
| Returns for 1 year | 12.47 | 15.97 | 78% |
| Returns for 3 years | 27.58 | 42.97 | 64% |
| Returns for 5 years | 19.02 | 35.31 | 54% |
| Returns for 10 years | 37.40 | 81.21 | 46% |
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