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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
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 ANVRX is a StrongBuy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. ANVRX (562M). ANVRX pays higher dividends than OAKIX: ANVRX (2.91) vs OAKIX (1.74). 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). OAKIX (16.72) and ANVRX (15.98) have marching annual gain over last year. OAKIX (27.47) and ANVRX (27.11) 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 | 11.546 | 6.031 | 191% |
| Front Load | N/A | 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 | 2.91 | 1.74 | 168% |
| Returns for 1 year | 15.98 | 16.72 | 96% |
| Returns for 3 years | 18.67 | 31.37 | 60% |
| Returns for 5 years | 27.11 | 27.47 | 99% |
| Returns for 10 years | N/A | 87.14 | - |