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OAKIX vs OANIX
OAKIX vs OANIX Comparison
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OAKIX vs OANIX Comparison Chart in %
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OAKIX vs. OANIX commentary
Jul 02, 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 OAKIX is a Buy and OANIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX (12.4B) and OANIX (12.4B) have equal amount of cash in the bank . OANIX pays higher dividends than OAKIX: OANIX (2.09) vs OAKIX (1.83). OAKIX was incepted earlier than OANIX: OAKIX (34 years) vs OANIX (10 years). OAKIX (1.06) is less costly to investors than OANIX (0.82). OAKIX (51.00) and OANIX (51.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than OANIX: OAKIX (0) vs OANIX (250000). OAKIX (10.00) and OANIX (9.72) have marching annual gain over last year. OANIX return over 5 years is better than : 19.66 vs. OAKIX (18.43).
| OAKIX | OANIX | OAKIX / OANIX | |
| Total Expense Ratio | 1.06 | 0.82 | 129% |
| Annual Report Gross Expense Ratio | 1.06 | 0.82 | 129% |
| Fund Existence | 34 years | 10 years | - |
| Gain YTD | 0.954 | 1.266 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 12.4B | 100% |
| Annual Yield % from dividends | 1.83 | 2.09 | 87% |
| Returns for 1 year | 10.00 | 9.72 | 103% |
| Returns for 3 years | 29.11 | 30.30 | 96% |
| Returns for 5 years | 18.43 | 19.66 | 94% |
| Returns for 10 years | 87.81 | N/A | - |
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