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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
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. OAKLX (8.32B). AWSHX pays higher dividends than OAKLX: AWSHX (1.22) vs OAKLX (0.38). 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 (29.00). 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 : 14.50 vs. AWSHX (6.44). OAKLX return over 5 years is better than : 58.07 vs. AWSHX (26.69).
| 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 | 3.856 | 4.374 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 8.32B | 2,621% |
| Annual Yield % from dividends | 1.22 | 0.38 | 318% |
| Returns for 1 year | 6.44 | 14.50 | 44% |
| Returns for 3 years | 29.69 | 55.40 | 54% |
| Returns for 5 years | 26.69 | 58.07 | 46% |
| Returns for 10 years | 79.81 | 153.19 | 52% |
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