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OAKIX vs SBIEX
OAKIX vs SBIEX Comparison
Open Charts OAKIX vs SBIEX
OAKIX vs SBIEX Comparison Chart in %
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OAKIX vs. SBIEX commentary
Jul 04, 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 SBIEX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. SBIEX (215M). SBIEX pays higher dividends than OAKIX: SBIEX (3.40) vs OAKIX (1.83). OAKIX was incepted earlier than SBIEX: OAKIX (34 years) vs SBIEX (40 years). SBIEX (1.41) is less costly to investors than OAKIX (1.06). OAKIX is a more actively managed with annual turnover of: 51.00 vs. SBIEX (20.00). OAKIX has a lower initial minimum investment than SBIEX: OAKIX (0) vs SBIEX (1000). SBIEX annual gain was more profitable for investors over the last year : 26.89 vs. OAKIX (10.39). SBIEX return over 5 years is better than : 63.44 vs. OAKIX (20.84).
| OAKIX | SBIEX | OAKIX / SBIEX | |
| Total Expense Ratio | 1.06 | 1.25 | 85% |
| Annual Report Gross Expense Ratio | 1.06 | 1.41 | 75% |
| Fund Existence | 34 years | 40 years | - |
| Gain YTD | 3.077 | 12.977 | 24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 215M | 5,767% |
| Annual Yield % from dividends | 1.83 | 3.40 | 54% |
| Returns for 1 year | 10.39 | 26.89 | 39% |
| Returns for 3 years | 31.39 | 64.46 | 49% |
| Returns for 5 years | 20.84 | 63.44 | 33% |
| Returns for 10 years | 91.76 | 118.53 | 77% |
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