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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
Sep 13, 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 SAHMX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. SAHMX (640M). SAHMX pays higher dividends than OAKIX: SAHMX (2.51) vs OAKIX (1.70). 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 : 25.24 vs. OAKIX (11.43). SAHMX return over 5 years is better than : 98.54 vs. OAKIX (29.80).
| 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 | 5.262 | 17.782 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 640M | 2,000% |
| Annual Yield % from dividends | 1.70 | 2.51 | 68% |
| Returns for 1 year | 11.43 | 25.24 | 45% |
| Returns for 3 years | 39.69 | 82.81 | 48% |
| Returns for 5 years | 29.80 | 98.54 | 30% |
| Returns for 10 years | 76.06 | 184.91 | 41% |
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