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Compare trend and price AFPIX vs OAACX
AFPIX vs OAACX Comparison
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AFPIX vs OAACX Comparison Chart
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AFPIX vs. OAACX commentary
Dec 01, 2023
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 AFPIX is a Hold and OAACX is a Hold.
FUNDAMENTALS
Fundamentals
OAACX has more cash in the bank: 1.84B vs. AFPIX (19.8M). AFPIX pays higher dividends than OAACX: AFPIX (10.72) vs OAACX (0.55). AFPIX was incepted earlier than OAACX: AFPIX (13 years) vs OAACX (19 years). AFPIX (2.39) is less costly to investors than OAACX (1.72). AFPIX is a more actively managed with annual turnover of: 446.89 vs. OAACX (20.00). OAACX has a lower initial minimum investment than AFPIX: OAACX (1000) vs AFPIX (1000000). OAACX annual gain was more profitable for investors over the last year : 0.15 vs. AFPIX (-4.20). AFPIX return over 5 years is better than : 3.19 vs. OAACX (-4.38).
| AFPIX | OAACX | AFPIX / OAACX | |
| Total Expense Ratio | 1.73 | 1.72 | 101% |
| Annual Report Gross Expense Ratio | 2.39 | 1.72 | 139% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 0.238 | 7.260 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 19.8M | 1.84B | 1% |
| Annual Yield % from dividends | 10.72 | 0.55 | 1,947% |
| Returns for 1 year | -4.20 | 0.15 | -2,831% |
| Returns for 3 years | 10.35 | -17.63 | -59% |
| Returns for 5 years | 3.19 | -4.38 | -73% |
| Returns for 10 years | -2.45 | 15.49 | -16% |