Interact to see
Advertisement
Advertisement
CVISX vs OAKEX
CVISX vs OAKEX Comparison
Open Charts CVISX vs OAKEX
CVISX vs OAKEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CVISX vs. OAKEX commentary
Sep 18, 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 CVISX is a Hold and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.3B vs. CVISX (386M). CVISX pays higher dividends than OAKEX: CVISX (3.42) vs OAKEX (1.58). CVISX was incepted earlier than OAKEX: CVISX (12 years) vs OAKEX (31 years). CVISX (1.40) is less costly to investors than OAKEX (1.33). CVISX is a more actively managed with annual turnover of: 117.00 vs. OAKEX (37.00). OAKEX has a lower initial minimum investment than CVISX: OAKEX (0) vs CVISX (5000). CVISX annual gain was more profitable for investors over the last year : 14.84 vs. OAKEX (-0.18). CVISX return over 5 years is better than : 74.44 vs. OAKEX (18.39).
| CVISX | OAKEX | CVISX / OAKEX | |
| Total Expense Ratio | 1.35 | 1.33 | 102% |
| Annual Report Gross Expense Ratio | 1.40 | 1.33 | 105% |
| Fund Existence | 12 years | 31 years | - |
| Gain YTD | 24.805 | 3.786 | 655% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 1.3B | 30% |
| Annual Yield % from dividends | 3.42 | 1.58 | 216% |
| Returns for 1 year | 14.84 | -0.18 | -8,090% |
| Returns for 3 years | 65.14 | 32.77 | 199% |
| Returns for 5 years | 74.44 | 18.39 | 405% |
| Returns for 10 years | 156.52 | 70.49 | 222% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers