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HWNIX vs OAKIX
HWNIX vs OAKIX Comparison
Open Charts HWNIX vs OAKIX
HWNIX vs OAKIX Comparison Chart in %
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HWNIX vs. OAKIX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. HWNIX (4.7M). HWNIX pays higher dividends than OAKIX: HWNIX (2.19) vs OAKIX (1.83). HWNIX was incepted earlier than OAKIX: HWNIX (11 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 annual gain was more profitable for investors over the last year : 10.39 vs. HWNIX (1.66). HWNIX return over 5 years is better than : 32.77 vs. OAKIX (20.84).
| HWNIX | OAKIX | HWNIX / OAKIX | |
| Total Expense Ratio | 0.70 | 1.06 | 66% |
| Annual Report Gross Expense Ratio | 4.09 | 1.06 | 386% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 5.139 | 3.077 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7M | 12.4B | 0% |
| Annual Yield % from dividends | 2.19 | 1.83 | 120% |
| Returns for 1 year | 1.66 | 10.39 | 16% |
| Returns for 3 years | 25.39 | 31.39 | 81% |
| Returns for 5 years | 32.77 | 20.84 | 157% |
| Returns for 10 years | 68.75 | 91.76 | 75% |
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