Interact to see
Advertisement
Advertisement
ANVMX vs OAKIX
ANVMX vs OAKIX Comparison
Open Charts ANVMX vs OAKIX
ANVMX vs OAKIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANVMX vs. OAKIX commentary
Aug 04, 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 ANVMX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. ANVMX (562M). ANVMX pays higher dividends than OAKIX: ANVMX (3.59) vs OAKIX (1.74). ANVMX was incepted earlier than OAKIX: ANVMX (7 years) vs OAKIX (34 years). OAKIX (1.06) is less costly to investors than ANVMX (0.83). ANVMX is a more actively managed with annual turnover of: 71.00 vs. OAKIX (51.00). ANVMX (0) and OAKIX (0) have matching initial minimum investment requirements. OAKIX (19.32) and ANVMX (18.82) have marching annual gain over last year. ANVMX return over 5 years is better than : 33.13 vs. OAKIX (28.88).
| ANVMX | OAKIX | ANVMX / OAKIX | |
| Total Expense Ratio | 0.83 | 1.06 | 78% |
| Annual Report Gross Expense Ratio | 0.83 | 1.06 | 78% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 12.118 | 7.169 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 12.8B | 4% |
| Annual Yield % from dividends | 3.59 | 1.74 | 207% |
| Returns for 1 year | 18.82 | 19.32 | 97% |
| Returns for 3 years | 24.85 | 36.00 | 69% |
| Returns for 5 years | 33.13 | 28.88 | 115% |
| Returns for 10 years | N/A | 86.48 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WCPIX | 51.33 | N/A | N/A |
| Communication Services UltraSectorProInv | |||
| SUVCX | 11.97 | N/A | N/A |
| PGIM Quant Solutions Large-Cap Val C | |||
| NBMTX | 15.02 | N/A | N/A |
| Neuberger Mid Cap Growth Tr | |||
| UBVAX | 85.82 | N/A | N/A |
| Undiscovered Managers Behavioral Val A | |||
| NWJEX | 143.74 | N/A | N/A |
| Nationwide NYSE Arca Tech 100 Idx R6 | |||