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OAKIX vs OAYIX
OAKIX vs OAYIX Comparison
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OAKIX vs OAYIX Comparison Chart in %
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OAKIX vs. OAYIX 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 OAKIX is a Hold and OAYIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX (12.8B) and OAYIX (12.8B) have equal amount of cash in the bank . OAYIX pays higher dividends than OAKIX: OAYIX (1.88) vs OAKIX (1.70). OAKIX was incepted earlier than OAYIX: OAKIX (34 years) vs OAYIX (10 years). OAKIX (1.06) is less costly to investors than OAYIX (0.89). OAKIX (51.00) and OAYIX (51.00) have comparable annual turnover. OAKIX has a lower initial minimum investment than OAYIX: OAKIX (0) vs OAYIX (100000). OAYIX (16.10) and OAKIX (15.88) have marching annual gain over last year. OAYIX (30.00) and OAKIX (29.21) have equivalent 5 years return.
| OAKIX | OAYIX | OAKIX / OAYIX | |
| Total Expense Ratio | 1.06 | 0.89 | 119% |
| Annual Report Gross Expense Ratio | 1.06 | 0.89 | 119% |
| Fund Existence | 34 years | 10 years | - |
| Gain YTD | 7.477 | 7.623 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 12.8B | 100% |
| Annual Yield % from dividends | 1.70 | 1.88 | 91% |
| Returns for 1 year | 15.88 | 16.10 | 99% |
| Returns for 3 years | 41.75 | 42.52 | 98% |
| Returns for 5 years | 29.21 | 30.00 | 97% |
| Returns for 10 years | 75.10 | N/A | - |
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