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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
Jun 24, 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: 12.9B vs. SAHMX (632M). SAHMX pays higher dividends than OAKIX: SAHMX (2.63) vs OAKIX (1.82). 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 : 31.03 vs. OAKIX (13.09). SAHMX return over 5 years is better than : 86.15 vs. OAKIX (17.36).
| 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 | 0.277 | 11.149 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 632M | 2,041% |
| Annual Yield % from dividends | 1.82 | 2.63 | 69% |
| Returns for 1 year | 13.09 | 31.03 | 42% |
| Returns for 3 years | 30.71 | 79.59 | 39% |
| Returns for 5 years | 17.36 | 86.15 | 20% |
| Returns for 10 years | 89.70 | 190.28 | 47% |
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