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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
Sep 13, 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 Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. ANVLX (519M). ANVLX pays higher dividends than OAKIX: ANVLX (3.08) vs OAKIX (1.70). 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). ANVLX annual gain was more profitable for investors over the last year : 14.63 vs. OAKIX (11.43). ANVLX (31.25) and OAKIX (29.80) have equivalent 5 years return.
| 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 | 13.978 | 5.262 | 266% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 12.8B | 4% |
| Annual Yield % from dividends | 3.08 | 1.70 | 181% |
| Returns for 1 year | 14.63 | 11.43 | 128% |
| Returns for 3 years | 30.31 | 39.69 | 76% |
| Returns for 5 years | 31.25 | 29.80 | 105% |
| Returns for 10 years | N/A | 76.06 | - |
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