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ANVLX vs OAKIX
ANVLX vs OAKIX Comparison
Open Charts ANVLX vs OAKIX
ANVLX vs OAKIX Comparison Chart in %
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ANVLX vs. OAKIX commentary
Jul 14, 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 ANVLX is a Hold and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. ANVLX (546M). ANVLX pays higher dividends than OAKIX: ANVLX (3.39) vs OAKIX (1.83). ANVLX was incepted earlier than OAKIX: ANVLX (7 years) vs OAKIX (34 years). ANVLX (1.43) is less costly to investors than OAKIX (1.06). ANVLX is a more actively managed with annual turnover of: 71.00 vs. OAKIX (51.00). OAKIX has a lower initial minimum investment than ANVLX: OAKIX (0) vs ANVLX (2500). OAKIX annual gain was more profitable for investors over the last year : 10.27 vs. ANVLX (9.37). OAKIX return over 5 years is better than : 22.45 vs. ANVLX (20.24).
| ANVLX | OAKIX | ANVLX / OAKIX | |
| Total Expense Ratio | 1.43 | 1.06 | 135% |
| Annual Report Gross Expense Ratio | 1.43 | 1.06 | 135% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 6.061 | 2.769 | 219% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 12.4B | 4% |
| Annual Yield % from dividends | 3.39 | 1.83 | 186% |
| Returns for 1 year | 9.37 | 10.27 | 91% |
| Returns for 3 years | 15.12 | 26.96 | 56% |
| Returns for 5 years | 20.24 | 22.45 | 90% |
| Returns for 10 years | N/A | 83.92 | - |
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