Interact to see
Advertisement
Advertisement
AAIPX vs OAKIX
AAIPX vs OAKIX Comparison
Open Charts AAIPX vs OAKIX
AAIPX vs OAKIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AAIPX vs. OAKIX commentary
Aug 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. AAIPX (607M). 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 : 16.72 vs. AAIPX (13.98). OAKIX return over 5 years is better than : 27.47 vs. AAIPX (16.17).
| 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 | 11.716 | 6.031 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 12.8B | 5% |
| Annual Yield % from dividends | 2.52 | 1.74 | 145% |
| Returns for 1 year | 13.98 | 16.72 | 84% |
| Returns for 3 years | 19.50 | 31.37 | 62% |
| Returns for 5 years | 16.17 | 27.47 | 59% |
| Returns for 10 years | 39.82 | 87.14 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AUIIX | 39.70 | 0.09 | +0.23% |
| AB Equity Income I | |||
| NMGRX | 14.95 | 0.02 | +0.13% |
| Neuberger Mid Cap Growth R3 | |||
| BWLCX | 28.02 | -0.02 | -0.07% |
| American Beacon Man Lg Cp Value C | |||
| UBVVX | 89.26 | -0.55 | -0.61% |
| Undiscovered Managers Behavioral Val R5 | |||
| NRFNX | 12.70 | -0.11 | -0.86% |
| Natixis AEW Global Focused Real Estate N | |||