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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
Aug 22, 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 Hold and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX (12.8B) and OANIX (12.8B) have equal amount of cash in the bank . OANIX pays higher dividends than OAKIX: OANIX (1.99) vs OAKIX (1.74). 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). OANIX (14.42) and OAKIX (14.12) have marching annual gain over last year. OANIX (35.28) and OAKIX (34.04) have equivalent 5 years return.
| 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 | 7.631 | 7.811 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 12.8B | 100% |
| Annual Yield % from dividends | 1.74 | 1.99 | 87% |
| Returns for 1 year | 14.12 | 14.42 | 98% |
| Returns for 3 years | 42.45 | 43.51 | 98% |
| Returns for 5 years | 34.04 | 35.28 | 96% |
| Returns for 10 years | 80.70 | N/A | - |
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