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LYRWX vs OAKIX
LYRWX vs OAKIX Comparison
Open Charts LYRWX vs OAKIX
LYRWX vs OAKIX Comparison Chart in %
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LYRWX vs. OAKIX commentary
Jun 20, 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 LYRWX is a Hold and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. LYRWX (38.6M). OAKIX pays higher dividends than LYRWX: OAKIX (1.82) vs LYRWX (1.09). LYRWX was incepted earlier than OAKIX: LYRWX (6 years) vs OAKIX (34 years). LYRWX (4.44) is less costly to investors than OAKIX (1.06). LYRWX is a more actively managed with annual turnover of: 109.00 vs. OAKIX (51.00). OAKIX has a lower initial minimum investment than LYRWX: OAKIX (0) vs LYRWX (100000). LYRWX annual gain was more profitable for investors over the last year : 16.81 vs. OAKIX (13.47). LYRWX return over 5 years is better than : 33.28 vs. OAKIX (18.80).
| LYRWX | OAKIX | LYRWX / OAKIX | |
| Total Expense Ratio | 1.04 | 1.06 | 98% |
| Annual Report Gross Expense Ratio | 4.44 | 1.06 | 419% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 11.896 | 1.231 | 967% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6M | 12.9B | 0% |
| Annual Yield % from dividends | 1.09 | 1.82 | 60% |
| Returns for 1 year | 16.81 | 13.47 | 125% |
| Returns for 3 years | 38.15 | 21.47 | 178% |
| Returns for 5 years | 33.28 | 18.80 | 177% |
| Returns for 10 years | N/A | 77.18 | - |
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