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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: 12.9B vs. SBIYX (216M). SBIYX pays higher dividends than OAZIX: SBIYX (3.92) vs OAZIX (2.15). OAZIX was incepted earlier than SBIYX: OAZIX (5 years) vs SBIYX (19 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 : 30.22 vs. OAZIX (13.25). SBIYX return over 5 years is better than : 59.43 vs. OAZIX (13.85).
| OAZIX | SBIYX | OAZIX / SBIYX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 1.02 | 75% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 0.278 | 13.388 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 216M | 5,972% |
| Annual Yield % from dividends | 2.15 | 3.92 | 55% |
| Returns for 1 year | 13.25 | 30.22 | 44% |
| Returns for 3 years | 32.71 | 71.50 | 46% |
| Returns for 5 years | 13.85 | 59.43 | 23% |
| Returns for 10 years | N/A | 116.89 | - |
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