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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
Sep 05, 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: 12.8B vs. CIOVX (379M). OAKIX pays higher dividends than CIOVX: OAKIX (1.70) vs CIOVX (1.10). 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 : 17.39 vs. OAKIX (15.87). CIOVX return over 5 years is better than : 57.42 vs. OAKIX (29.02).
| 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 | 13.923 | 7.323 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 12.8B | 3% |
| Annual Yield % from dividends | 1.10 | 1.70 | 65% |
| Returns for 1 year | 17.39 | 15.87 | 110% |
| Returns for 3 years | 55.38 | 40.43 | 137% |
| Returns for 5 years | 57.42 | 29.02 | 198% |
| Returns for 10 years | 129.73 | 75.73 | 171% |
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