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ANVRX vs OAKIX
ANVRX vs OAKIX Comparison
Open Charts ANVRX vs OAKIX
ANVRX vs OAKIX Comparison Chart in %
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ANVRX vs. OAKIX commentary
Jun 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 ANVRX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. ANVRX (551M). ANVRX pays higher dividends than OAKIX: ANVRX (3.06) vs OAKIX (1.82). ANVRX was incepted earlier than OAKIX: ANVRX (7 years) vs OAKIX (34 years). ANVRX (1.68) is less costly to investors than OAKIX (1.06). ANVRX is a more actively managed with annual turnover of: 71.00 vs. OAKIX (51.00). OAKIX has a lower initial minimum investment than ANVRX: OAKIX (0) vs ANVRX (2500). ANVRX annual gain was more profitable for investors over the last year : 16.33 vs. OAKIX (14.26). OAKIX (14.80) and ANVRX (14.75) have equivalent 5 years return.
| ANVRX | OAKIX | ANVRX / OAKIX | |
| Total Expense Ratio | 1.68 | 1.06 | 158% |
| Annual Report Gross Expense Ratio | 1.68 | 1.06 | 158% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 7.143 | 1.692 | 422% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 551M | 12.9B | 4% |
| Annual Yield % from dividends | 3.06 | 1.82 | 168% |
| Returns for 1 year | 16.33 | 14.26 | 115% |
| Returns for 3 years | 22.09 | 33.56 | 66% |
| Returns for 5 years | 14.75 | 14.80 | 100% |
| Returns for 10 years | N/A | 77.55 | - |
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