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AIEAX vs OAKIX
AIEAX vs OAKIX Comparison
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AIEAX vs OAKIX Comparison Chart in %
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AIEAX vs. OAKIX commentary
Jun 13, 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 AIEAX is a Hold and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. AIEAX (579M). AIEAX pays higher dividends than OAKIX: AIEAX (2.56) vs OAKIX (1.82). AIEAX was incepted earlier than OAKIX: AIEAX (16 years) vs OAKIX (34 years). AIEAX (1.23) is less costly to investors than OAKIX (1.06). OAKIX (51.00) and AIEAX (49.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than AIEAX: OAKIX (0) vs AIEAX (2500). OAKIX annual gain was more profitable for investors over the last year : 11.14 vs. AIEAX (9.97). OAKIX return over 5 years is better than : 13.61 vs. AIEAX (7.98).
| AIEAX | OAKIX | AIEAX / OAKIX | |
| Total Expense Ratio | 1.23 | 1.06 | 116% |
| Annual Report Gross Expense Ratio | 1.23 | 1.06 | 116% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 6.823 | 1.262 | 541% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 12.9B | 4% |
| Annual Yield % from dividends | 2.56 | 1.82 | 141% |
| Returns for 1 year | 9.97 | 11.14 | 90% |
| Returns for 3 years | 18.61 | 30.91 | 60% |
| Returns for 5 years | 7.98 | 13.61 | 59% |
| Returns for 10 years | 41.47 | 84.83 | 49% |
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