Interact to see
Advertisement
Advertisement
HWNIX vs OAKIX
HWNIX vs OAKIX Comparison
Open Charts HWNIX vs OAKIX
HWNIX vs OAKIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWNIX vs. OAKIX commentary
Jun 16, 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 HWNIX is a Hold and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. HWNIX (4.8M). HWNIX pays higher dividends than OAKIX: HWNIX (2.18) vs OAKIX (1.82). HWNIX was incepted earlier than OAKIX: HWNIX (10 years) vs OAKIX (34 years). HWNIX (4.09) is less costly to investors than OAKIX (1.06). OAKIX is a more actively managed with annual turnover of: 51.00 vs. HWNIX (35.00). OAKIX has a lower initial minimum investment than HWNIX: OAKIX (0) vs HWNIX (250000). OAKIX (12.75) and HWNIX (12.45) have marching annual gain over last year. HWNIX return over 5 years is better than : 38.46 vs. OAKIX (15.41).
| HWNIX | OAKIX | HWNIX / OAKIX | |
| Total Expense Ratio | 0.70 | 1.06 | 66% |
| Annual Report Gross Expense Ratio | 4.09 | 1.06 | 386% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 12.996 | 1.508 | 862% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8M | 12.9B | 0% |
| Annual Yield % from dividends | 2.18 | 1.82 | 120% |
| Returns for 1 year | 12.45 | 12.75 | 98% |
| Returns for 3 years | 35.20 | 27.04 | 130% |
| Returns for 5 years | 38.46 | 15.41 | 250% |
| Returns for 10 years | 79.71 | 84.24 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement