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OAKIX vs SAHMX
OAKIX vs SAHMX Comparison
Open Charts OAKIX vs SAHMX
OAKIX vs SAHMX Comparison Chart in %
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OAKIX vs. SAHMX commentary
Jul 14, 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 SAHMX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. SAHMX (623M). SAHMX pays higher dividends than OAKIX: SAHMX (2.68) vs OAKIX (1.83). 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 : 27.36 vs. OAKIX (10.27). SAHMX return over 5 years is better than : 89.98 vs. OAKIX (22.45).
| 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 | 2.769 | 12.064 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 623M | 1,990% |
| Annual Yield % from dividends | 1.83 | 2.68 | 68% |
| Returns for 1 year | 10.27 | 27.36 | 38% |
| Returns for 3 years | 26.96 | 72.69 | 37% |
| Returns for 5 years | 22.45 | 89.98 | 25% |
| Returns for 10 years | 83.92 | 177.04 | 47% |
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