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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 01, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. CIOVX (388M). OAKIX pays higher dividends than CIOVX: OAKIX (1.82) 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 : 18.47 vs. OAKIX (10.00). CIOVX return over 5 years is better than : 54.87 vs. OAKIX (18.43).
| 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 | 12.008 | 0.954 | 1,259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 12.9B | 3% |
| Annual Yield % from dividends | 1.12 | 1.82 | 62% |
| Returns for 1 year | 18.47 | 10.00 | 185% |
| Returns for 3 years | 53.78 | 29.11 | 185% |
| Returns for 5 years | 54.87 | 18.43 | 298% |
| Returns for 10 years | 141.33 | 87.81 | 161% |
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