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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
Aug 03, 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 StrongBuy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. AILCX (607M). AILCX pays higher dividends than OAKIX: AILCX (1.90) vs OAKIX (1.74). 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 : 16.72 vs. AILCX (12.05). OAKIX return over 5 years is better than : 27.47 vs. AILCX (11.67).
| 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 | 10.830 | 6.031 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 12.8B | 5% |
| Annual Yield % from dividends | 1.90 | 1.74 | 109% |
| Returns for 1 year | 12.05 | 16.72 | 72% |
| Returns for 3 years | 14.38 | 31.37 | 46% |
| Returns for 5 years | 11.67 | 27.47 | 42% |
| Returns for 10 years | 31.04 | 87.14 | 36% |
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