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AWSHX vs OAKLX
AWSHX vs OAKLX Comparison
Open Charts AWSHX vs OAKLX
AWSHX vs OAKLX Comparison Chart in %
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AWSHX vs. OAKLX commentary
Sep 13, 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 AWSHX is a Buy and OAKLX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. OAKLX (9.89B). AWSHX pays higher dividends than OAKLX: AWSHX (1.19) vs OAKLX (0.32). AWSHX was incepted earlier than OAKLX: AWSHX (74 years) vs OAKLX (30 years). OAKLX (1.00) is less costly to investors than AWSHX (0.55). OAKLX is a more actively managed with annual turnover of: 58.00 vs. AWSHX (32.00). OAKLX has a lower initial minimum investment than AWSHX: OAKLX (0) vs AWSHX (250). OAKLX annual gain was more profitable for investors over the last year : 25.45 vs. AWSHX (1.84). OAKLX return over 5 years is better than : 73.11 vs. AWSHX (26.17).
| AWSHX | OAKLX | AWSHX / OAKLX | |
| Total Expense Ratio | 0.55 | 1.00 | 55% |
| Annual Report Gross Expense Ratio | 0.55 | 1.00 | 55% |
| Fund Existence | 74 years | 30 years | - |
| Gain YTD | 4.334 | 17.189 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 9.89B | 2,205% |
| Annual Yield % from dividends | 1.19 | 0.32 | 371% |
| Returns for 1 year | 1.84 | 25.45 | 7% |
| Returns for 3 years | 29.29 | 67.07 | 44% |
| Returns for 5 years | 26.17 | 73.11 | 36% |
| Returns for 10 years | 80.32 | 168.92 | 48% |
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