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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
Sep 04, 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 Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. AAISX (561M). AAISX pays higher dividends than OAKIX: AAISX (2.14) vs OAKIX (1.70). 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 : 15.87 vs. AAISX (14.39). OAKIX return over 5 years is better than : 29.02 vs. AAISX (15.65).
| 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 | 13.386 | 7.323 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 561M | 12.8B | 4% |
| Annual Yield % from dividends | 2.14 | 1.70 | 126% |
| Returns for 1 year | 14.39 | 15.87 | 91% |
| Returns for 3 years | 25.92 | 40.43 | 64% |
| Returns for 5 years | 15.65 | 29.02 | 54% |
| Returns for 10 years | 37.89 | 75.73 | 50% |