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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
Jul 06, 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 Hold and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. AAISX (601M). AAISX pays higher dividends than OAKIX: AAISX (2.26) vs OAKIX (1.83). 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). AAISX (10.55) and OAKIX (10.39) have marching annual gain over last year. OAKIX return over 5 years is better than : 20.84 vs. AAISX (12.20).
| 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 | 8.889 | 3.077 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 12.4B | 5% |
| Annual Yield % from dividends | 2.26 | 1.83 | 124% |
| Returns for 1 year | 10.55 | 10.39 | 102% |
| Returns for 3 years | 20.54 | 31.39 | 65% |
| Returns for 5 years | 12.20 | 20.84 | 59% |
| Returns for 10 years | 39.83 | 91.76 | 43% |