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AILCX vs OAKIX
AILCX vs OAKIX Comparison
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AILCX vs OAKIX Comparison Chart in %
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AILCX vs. OAKIX commentary
Sep 12, 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 AILCX is a Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. AILCX (552M). AILCX pays higher dividends than OAKIX: AILCX (1.87) vs OAKIX (1.70). AILCX was incepted earlier than OAKIX: AILCX (16 years) vs OAKIX (34 years). AILCX (2.02) is less costly to investors than OAKIX (1.06). OAKIX (51.00) and AILCX (49.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than AILCX: OAKIX (0) vs AILCX (1000). OAKIX annual gain was more profitable for investors over the last year : 11.43 vs. AILCX (7.50). OAKIX return over 5 years is better than : 29.80 vs. AILCX (10.09).
| AILCX | OAKIX | AILCX / OAKIX | |
| Total Expense Ratio | 2.02 | 1.06 | 191% |
| Annual Report Gross Expense Ratio | 2.02 | 1.06 | 191% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 10.477 | 5.262 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 12.8B | 4% |
| Annual Yield % from dividends | 1.87 | 1.70 | 110% |
| Returns for 1 year | 7.50 | 11.43 | 66% |
| Returns for 3 years | 18.97 | 39.69 | 48% |
| Returns for 5 years | 10.09 | 29.80 | 34% |
| Returns for 10 years | 28.77 | 76.06 | 38% |
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