Interact to see
Advertisement
Advertisement
CIOVX vs OAKIX
CIOVX vs OAKIX Comparison
Open Charts CIOVX vs OAKIX
CIOVX vs OAKIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIOVX vs. OAKIX commentary
Aug 15, 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 CIOVX is a Hold and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. CIOVX (398M). OAKIX pays higher dividends than CIOVX: OAKIX (1.74) vs CIOVX (1.12). CIOVX was incepted earlier than OAKIX: CIOVX (17 years) vs OAKIX (34 years). CIOVX (1.18) is less costly to investors than OAKIX (1.06). CIOVX is a more actively managed with annual turnover of: 67.00 vs. OAKIX (51.00). OAKIX has a lower initial minimum investment than CIOVX: OAKIX (0) vs CIOVX (5000). CIOVX annual gain was more profitable for investors over the last year : 17.23 vs. OAKIX (14.22). CIOVX return over 5 years is better than : 60.06 vs. OAKIX (27.12).
| CIOVX | OAKIX | CIOVX / OAKIX | |
| Total Expense Ratio | 1.18 | 1.06 | 111% |
| Annual Report Gross Expense Ratio | 1.18 | 1.06 | 111% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 15.683 | 7.415 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 398M | 12.8B | 3% |
| Annual Yield % from dividends | 1.12 | 1.74 | 64% |
| Returns for 1 year | 17.23 | 14.22 | 121% |
| Returns for 3 years | 57.88 | 37.99 | 152% |
| Returns for 5 years | 60.06 | 27.12 | 221% |
| Returns for 10 years | 135.26 | 79.66 | 170% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement