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MPIEX vs OAKIX
MPIEX vs OAKIX Comparison
Open Charts MPIEX vs OAKIX
MPIEX vs OAKIX Comparison Chart in %
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MPIEX vs. OAKIX commentary
Sep 05, 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 MPIEX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. MPIEX (1.13B). MPIEX pays higher dividends than OAKIX: MPIEX (3.25) vs OAKIX (1.70). MPIEX was incepted earlier than OAKIX: MPIEX (35 years) vs OAKIX (34 years). OAKIX (1.06) is less costly to investors than MPIEX (0.80). OAKIX is a more actively managed with annual turnover of: 51.00 vs. MPIEX (39.00). OAKIX has a lower initial minimum investment than MPIEX: OAKIX (0) vs MPIEX (50000). MPIEX (16.05) and OAKIX (15.88) have marching annual gain over last year. MPIEX return over 5 years is better than : 50.45 vs. OAKIX (29.21).
| MPIEX | OAKIX | MPIEX / OAKIX | |
| Total Expense Ratio | 0.74 | 1.06 | 70% |
| Annual Report Gross Expense Ratio | 0.80 | 1.06 | 75% |
| Fund Existence | 35 years | 34 years | - |
| Gain YTD | 13.964 | 7.477 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 12.8B | 9% |
| Annual Yield % from dividends | 3.25 | 1.70 | 191% |
| Returns for 1 year | 16.05 | 15.88 | 101% |
| Returns for 3 years | 56.13 | 41.75 | 134% |
| Returns for 5 years | 50.45 | 29.21 | 173% |
| Returns for 10 years | 89.02 | 75.10 | 119% |
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