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AVANX vs OAKEX
AVANX vs OAKEX Comparison
Open Charts AVANX vs OAKEX
AVANX vs OAKEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.19B vs. AVANX (617M). AVANX pays higher dividends than OAKEX: AVANX (3.38) vs OAKEX (1.76). AVANX was incepted earlier than OAKEX: AVANX (6 years) vs OAKEX (31 years). OAKEX (1.33) is less costly to investors than AVANX (0.36). OAKEX is a more actively managed with annual turnover of: 37.00 vs. AVANX (31.00). AVANX (0) and OAKEX (0) have matching initial minimum investment requirements. AVANX annual gain was more profitable for investors over the last year : 24.14 vs. OAKEX (-2.24). AVANX return over 5 years is better than : 79.56 vs. OAKEX (17.22).
| AVANX | OAKEX | AVANX / OAKEX | |
| Total Expense Ratio | 0.00 | 1.33 | - |
| Annual Report Gross Expense Ratio | 0.36 | 1.33 | 27% |
| Fund Existence | 6 years | 31 years | - |
| Gain YTD | 12.042 | 0.776 | 1,553% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 617M | 1.19B | 52% |
| Annual Yield % from dividends | 3.38 | 1.76 | 192% |
| Returns for 1 year | 24.14 | -2.24 | -1,079% |
| Returns for 3 years | 77.93 | 21.28 | 366% |
| Returns for 5 years | 79.56 | 17.22 | 462% |
| Returns for 10 years | N/A | 74.23 | - |
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