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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
Jul 26, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. AIEAX (586M). AIEAX pays higher dividends than OAKIX: AIEAX (2.57) vs OAKIX (1.83). 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 (6.68) and AIEAX (6.62) have marching annual gain over last year. OAKIX return over 5 years is better than : 23.08 vs. AIEAX (15.15).
| 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 | 8.501 | 2.031 | 419% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 12.4B | 5% |
| Annual Yield % from dividends | 2.57 | 1.83 | 141% |
| Returns for 1 year | 6.62 | 6.68 | 99% |
| Returns for 3 years | 15.60 | 25.74 | 61% |
| Returns for 5 years | 15.15 | 23.08 | 66% |
| Returns for 10 years | 40.95 | 81.60 | 50% |
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