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OAKIX vs SAHMX
OAKIX vs SAHMX Comparison
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OAKIX vs SAHMX Comparison Chart in %
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OAKIX vs. SAHMX commentary
Aug 23, 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 StrongBuy and SAHMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. SAHMX (644M). SAHMX pays higher dividends than OAKIX: SAHMX (2.53) vs OAKIX (1.74). OAKIX was incepted earlier than SAHMX: OAKIX (34 years) vs SAHMX (27 years). OAKIX (1.06) is less costly to investors than SAHMX (0.91). OAKIX is a more actively managed with annual turnover of: 51.00 vs. SAHMX (9.00). OAKIX has a lower initial minimum investment than SAHMX: OAKIX (0) vs SAHMX (100000). SAHMX annual gain was more profitable for investors over the last year : 27.50 vs. OAKIX (15.97). SAHMX return over 5 years is better than : 104.18 vs. OAKIX (35.31).
| OAKIX | SAHMX | OAKIX / SAHMX | |
| Total Expense Ratio | 1.06 | 0.91 | 116% |
| Annual Report Gross Expense Ratio | 1.06 | 0.91 | 116% |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | 8.646 | 17.782 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 644M | 1,988% |
| Annual Yield % from dividends | 1.74 | 2.53 | 69% |
| Returns for 1 year | 15.97 | 27.50 | 58% |
| Returns for 3 years | 42.97 | 87.02 | 49% |
| Returns for 5 years | 35.31 | 104.18 | 34% |
| Returns for 10 years | 81.21 | 180.03 | 45% |
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