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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
Aug 03, 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 StrongBuy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. ANVLX (562M). ANVLX pays higher dividends than OAKIX: ANVLX (3.14) vs OAKIX (1.74). 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 (16.72) and ANVLX (16.23) have marching annual gain over last year. ANVLX return over 5 years is better than : 28.91 vs. OAKIX (27.47).
| 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 | 11.730 | 6.031 | 195% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 12.8B | 4% |
| Annual Yield % from dividends | 3.14 | 1.74 | 180% |
| Returns for 1 year | 16.23 | 16.72 | 97% |
| Returns for 3 years | 19.64 | 31.37 | 63% |
| Returns for 5 years | 28.91 | 27.47 | 105% |
| Returns for 10 years | N/A | 87.14 | - |
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