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AAISX vs OAKIX
AAISX vs OAKIX Comparison
Open Charts AAISX vs OAKIX
AAISX vs OAKIX Comparison Chart in %
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AAISX vs. OAKIX commentary
Jun 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 AAISX is a StrongBuy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. AAISX (597M). AAISX pays higher dividends than OAKIX: AAISX (2.25) vs OAKIX (1.82). AAISX was incepted earlier than OAKIX: AAISX (23 years) vs OAKIX (34 years). AAISX (1.28) is less costly to investors than OAKIX (1.06). OAKIX (51.00) and AAISX (49.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than AAISX: OAKIX (0) vs AAISX (2500). OAKIX annual gain was more profitable for investors over the last year : 11.19 vs. AAISX (10.38). OAKIX return over 5 years is better than : 13.89 vs. AAISX (7.54).
| AAISX | OAKIX | AAISX / OAKIX | |
| Total Expense Ratio | 1.28 | 1.06 | 121% |
| Annual Report Gross Expense Ratio | 1.28 | 1.06 | 121% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 7.355 | 1.508 | 488% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 12.9B | 5% |
| Annual Yield % from dividends | 2.25 | 1.82 | 124% |
| Returns for 1 year | 10.38 | 11.19 | 93% |
| Returns for 3 years | 19.35 | 29.62 | 65% |
| Returns for 5 years | 7.54 | 13.89 | 54% |
| Returns for 10 years | 40.95 | 89.53 | 46% |
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