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CVISX vs OAKEX
CVISX vs OAKEX Comparison
Open Charts CVISX vs OAKEX
CVISX vs OAKEX Comparison Chart in %
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CVISX vs. OAKEX commentary
Jul 21, 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: 1.19B vs. CVISX (349M). CVISX pays higher dividends than OAKEX: CVISX (3.84) vs OAKEX (1.76). 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 : 9.37 vs. OAKEX (-2.24). CVISX return over 5 years is better than : 57.18 vs. OAKEX (17.22).
| 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 | 12.370 | 0.776 | 1,595% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 1.19B | 29% |
| Annual Yield % from dividends | 3.84 | 1.76 | 218% |
| Returns for 1 year | 9.37 | -2.24 | -419% |
| Returns for 3 years | 49.58 | 21.28 | 233% |
| Returns for 5 years | 57.18 | 17.22 | 332% |
| Returns for 10 years | 132.70 | 74.23 | 179% |
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