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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
Jun 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 CIOVX is a StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. CIOVX (444M). OAKIX pays higher dividends than CIOVX: OAKIX (1.82) vs CIOVX (1.12). CIOVX was incepted earlier than OAKIX: CIOVX (16 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 : 24.19 vs. OAKIX (14.26). CIOVX return over 5 years is better than : 52.26 vs. OAKIX (14.80).
| CIOVX | OAKIX | CIOVX / OAKIX | |
| Total Expense Ratio | 1.18 | 1.06 | 111% |
| Annual Report Gross Expense Ratio | 1.18 | 1.06 | 111% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 13.095 | 1.692 | 774% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 12.9B | 3% |
| Annual Yield % from dividends | 1.12 | 1.82 | 62% |
| Returns for 1 year | 24.19 | 14.26 | 170% |
| Returns for 3 years | 59.08 | 33.56 | 176% |
| Returns for 5 years | 52.26 | 14.80 | 353% |
| Returns for 10 years | 134.99 | 77.55 | 174% |
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