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ANVMX vs OAKIX
ANVMX vs OAKIX Comparison
Open Charts ANVMX vs OAKIX
ANVMX vs OAKIX Comparison Chart in %
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ANVMX vs. OAKIX commentary
Sep 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 ANVMX is a Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. ANVMX (523M). ANVMX pays higher dividends than OAKIX: ANVMX (3.54) vs OAKIX (1.70). 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. ANVMX annual gain was more profitable for investors over the last year : 15.52 vs. OAKIX (11.43). ANVMX return over 5 years is better than : 35.98 vs. OAKIX (29.80).
| 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 | 14.408 | 5.262 | 274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 12.8B | 4% |
| Annual Yield % from dividends | 3.54 | 1.70 | 208% |
| Returns for 1 year | 15.52 | 11.43 | 136% |
| Returns for 3 years | 33.28 | 39.69 | 84% |
| Returns for 5 years | 35.98 | 29.80 | 121% |
| Returns for 10 years | N/A | 76.06 | - |
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