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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. LYRWX (37.6M). OAKIX pays higher dividends than LYRWX: OAKIX (1.70) vs LYRWX (1.08). LYRWX was incepted earlier than OAKIX: LYRWX (7 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). OAKIX annual gain was more profitable for investors over the last year : 11.43 vs. LYRWX (6.93). OAKIX return over 5 years is better than : 29.80 vs. LYRWX (26.45).
| LYRWX | OAKIX | LYRWX / OAKIX | |
| Total Expense Ratio | 1.04 | 1.06 | 98% |
| Annual Report Gross Expense Ratio | 4.44 | 1.06 | 419% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 9.307 | 5.262 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6M | 12.8B | 0% |
| Annual Yield % from dividends | 1.08 | 1.70 | 63% |
| Returns for 1 year | 6.93 | 11.43 | 61% |
| Returns for 3 years | 47.03 | 39.69 | 119% |
| Returns for 5 years | 26.45 | 29.80 | 89% |
| Returns for 10 years | N/A | 76.06 | - |
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