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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
Sep 11, 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 Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. AIEAX (563M). AIEAX pays higher dividends than OAKIX: AIEAX (2.44) vs OAKIX (1.70). 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 : 12.69 vs. AIEAX (10.37). OAKIX return over 5 years is better than : 30.60 vs. AIEAX (16.64).
| 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 | 11.409 | 5.908 | 193% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 12.8B | 4% |
| Annual Yield % from dividends | 2.44 | 1.70 | 143% |
| Returns for 1 year | 10.37 | 12.69 | 82% |
| Returns for 3 years | 24.48 | 41.80 | 59% |
| Returns for 5 years | 16.64 | 30.60 | 54% |
| Returns for 10 years | 40.47 | 74.69 | 54% |
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