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HFSIX vs OAKIX
HFSIX vs OAKIX Comparison
Open Charts HFSIX vs OAKIX
HFSIX vs OAKIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. HFSIX (236M). HFSIX pays higher dividends than OAKIX: HFSIX (3.35) vs OAKIX (1.83). HFSIX was incepted earlier than OAKIX: HFSIX (4 years) vs OAKIX (34 years). OAKIX (1.06) and HFSIX (1.04) have similar cost to investors . OAKIX is a more actively managed with annual turnover of: 51.00 vs. HFSIX (38.00). OAKIX has a lower initial minimum investment than HFSIX: OAKIX (0) vs HFSIX (2000). HFSIX annual gain was more profitable for investors over the last year : 18.19 vs. OAKIX (6.68).
| HFSIX | OAKIX | HFSIX / OAKIX | |
| Total Expense Ratio | 0.85 | 1.06 | 80% |
| Annual Report Gross Expense Ratio | 1.04 | 1.06 | 98% |
| Fund Existence | 4 years | 34 years | - |
| Gain YTD | 10.205 | 2.031 | 503% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 12.4B | 2% |
| Annual Yield % from dividends | 3.35 | 1.83 | 183% |
| Returns for 1 year | 18.19 | 6.68 | 272% |
| Returns for 3 years | 66.34 | 25.74 | 258% |
| Returns for 5 years | N/A | 23.08 | - |
| Returns for 10 years | N/A | 81.60 | - |
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