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AFJAX vs OAKIX
AFJAX vs OAKIX Comparison
Open Charts AFJAX vs OAKIX
AFJAX vs OAKIX Comparison Chart in %
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AFJAX vs. OAKIX commentary
Aug 01, 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 AFJAX is a Hold and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. AFJAX (83M). AFJAX pays higher dividends than OAKIX: AFJAX (4.96) vs OAKIX (1.83). AFJAX was incepted earlier than OAKIX: AFJAX (21 years) vs OAKIX (34 years). AFJAX (1.37) is less costly to investors than OAKIX (1.06). AFJAX is a more actively managed with annual turnover of: 56.00 vs. OAKIX (51.00). OAKIX has a lower initial minimum investment than AFJAX: OAKIX (0) vs AFJAX (2500). AFJAX annual gain was more profitable for investors over the last year : 28.35 vs. OAKIX (16.72). AFJAX return over 5 years is better than : 40.26 vs. OAKIX (27.47).
| AFJAX | OAKIX | AFJAX / OAKIX | |
| Total Expense Ratio | 1.30 | 1.06 | 123% |
| Annual Report Gross Expense Ratio | 1.37 | 1.06 | 129% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 13.432 | 6.031 | 223% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83M | 12.4B | 1% |
| Annual Yield % from dividends | 4.96 | 1.83 | 272% |
| Returns for 1 year | 28.35 | 16.72 | 170% |
| Returns for 3 years | 50.27 | 31.37 | 160% |
| Returns for 5 years | 40.26 | 27.47 | 147% |
| Returns for 10 years | 101.96 | 87.14 | 117% |
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