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CIOVX vs OAKIX
CIOVX vs OAKIX Comparison
Open Charts CIOVX vs OAKIX
CIOVX vs OAKIX Comparison Chart in %
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CIOVX vs. OAKIX commentary
Jul 25, 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 Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. CIOVX (376M). OAKIX pays higher dividends than CIOVX: OAKIX (1.83) vs CIOVX (1.13). 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 : 12.12 vs. OAKIX (6.68). CIOVX return over 5 years is better than : 55.19 vs. OAKIX (23.08).
| 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 | 9.783 | 2.031 | 482% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 12.4B | 3% |
| Annual Yield % from dividends | 1.13 | 1.83 | 62% |
| Returns for 1 year | 12.12 | 6.68 | 181% |
| Returns for 3 years | 46.92 | 25.74 | 182% |
| Returns for 5 years | 55.19 | 23.08 | 239% |
| Returns for 10 years | 131.94 | 81.60 | 162% |
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