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OAZIX vs SBIYX
OAZIX vs SBIYX Comparison
Open Charts OAZIX vs SBIYX
OAZIX vs SBIYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZIX has more cash in the bank: 12.4B vs. SBIYX (214M). SBIYX pays higher dividends than OAZIX: SBIYX (3.76) vs OAZIX (2.16). OAZIX was incepted earlier than SBIYX: OAZIX (6 years) vs SBIYX (20 years). SBIYX (1.02) is less costly to investors than OAZIX (0.76). OAZIX is a more actively managed with annual turnover of: 51.00 vs. SBIYX (20.00). OAZIX (1000000) and SBIYX (1000000) have matching initial minimum investment requirements. SBIYX annual gain was more profitable for investors over the last year : 27.52 vs. OAZIX (10.59). SBIYX return over 5 years is better than : 67.11 vs. OAZIX (23.83).
| OAZIX | SBIYX | OAZIX / SBIYX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 1.02 | 75% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | 2.933 | 12.790 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 214M | 5,794% |
| Annual Yield % from dividends | 2.16 | 3.76 | 57% |
| Returns for 1 year | 10.59 | 27.52 | 38% |
| Returns for 3 years | 28.14 | 62.54 | 45% |
| Returns for 5 years | 23.83 | 67.11 | 36% |
| Returns for 10 years | N/A | 117.63 | - |
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