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AWSHX vs OAKMX
AWSHX vs OAKMX Comparison
Open Charts AWSHX vs OAKMX
AWSHX vs OAKMX Comparison Chart in %
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AWSHX vs. OAKMX commentary
Jun 24, 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 Hold and OAKMX is a Hold.
FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. OAKMX (24.3B). AWSHX pays higher dividends than OAKMX: AWSHX (1.19) vs OAKMX (0.93). AWSHX was incepted earlier than OAKMX: AWSHX (74 years) vs OAKMX (35 years). OAKMX (0.89) is less costly to investors than AWSHX (0.55). OAKMX is a more actively managed with annual turnover of: 63.00 vs. AWSHX (29.00). OAKMX has a lower initial minimum investment than AWSHX: OAKMX (0) vs AWSHX (250). OAKMX annual gain was more profitable for investors over the last year : 8.70 vs. AWSHX (7.91). OAKMX return over 5 years is better than : 55.28 vs. AWSHX (26.34).
| AWSHX | OAKMX | AWSHX / OAKMX | |
| Total Expense Ratio | 0.55 | 0.89 | 62% |
| Annual Report Gross Expense Ratio | 0.55 | 0.89 | 62% |
| Fund Existence | 74 years | 35 years | - |
| Gain YTD | 1.511 | -2.267 | -67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 24.3B | 897% |
| Annual Yield % from dividends | 1.19 | 0.93 | 128% |
| Returns for 1 year | 7.91 | 8.70 | 91% |
| Returns for 3 years | 29.66 | 49.05 | 60% |
| Returns for 5 years | 26.34 | 55.28 | 48% |
| Returns for 10 years | 80.84 | 185.73 | 44% |
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