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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
Jul 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 ANVRX is a Hold and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. ANVRX (546M). ANVRX pays higher dividends than OAKIX: ANVRX (3.15) vs OAKIX (1.83). 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 annual gain was more profitable for investors over the last year : 10.27 vs. ANVRX (9.01). OAKIX return over 5 years is better than : 22.45 vs. ANVRX (18.66).
| 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 | 5.871 | 2.769 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 12.4B | 4% |
| Annual Yield % from dividends | 3.15 | 1.83 | 172% |
| Returns for 1 year | 9.01 | 10.27 | 88% |
| Returns for 3 years | 14.28 | 26.96 | 53% |
| Returns for 5 years | 18.66 | 22.45 | 83% |
| Returns for 10 years | N/A | 83.92 | - |
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