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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
Aug 16, 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 StrongBuy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. AIEAX (577M). AIEAX pays higher dividends than OAKIX: AIEAX (2.48) vs OAKIX (1.74). 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 : 15.71 vs. AIEAX (12.81). OAKIX return over 5 years is better than : 27.96 vs. AIEAX (18.07).
| 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 | 14.430 | 8.123 | 178% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 12.8B | 5% |
| Annual Yield % from dividends | 2.48 | 1.74 | 143% |
| Returns for 1 year | 12.81 | 15.71 | 82% |
| Returns for 3 years | 26.56 | 40.20 | 66% |
| Returns for 5 years | 18.07 | 27.96 | 65% |
| Returns for 10 years | 43.40 | 80.76 | 54% |
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