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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 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 StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. AAISX (605M). 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 : 14.26 vs. AAISX (13.36). OAKIX return over 5 years is better than : 14.80 vs. AAISX (8.16).
| 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 | 7.566 | 1.692 | 447% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 605M | 12.9B | 5% |
| Annual Yield % from dividends | 2.25 | 1.82 | 124% |
| Returns for 1 year | 13.36 | 14.26 | 94% |
| Returns for 3 years | 22.21 | 33.56 | 66% |
| Returns for 5 years | 8.16 | 14.80 | 55% |
| Returns for 10 years | 32.47 | 77.55 | 42% |
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