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IOVFX vs OAKIX
IOVFX vs OAKIX Comparison
Open Charts IOVFX vs OAKIX
IOVFX vs OAKIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. IOVFX (336M). IOVFX pays higher dividends than OAKIX: IOVFX (2.63) vs OAKIX (1.83). IOVFX was incepted earlier than OAKIX: IOVFX (3 years) vs OAKIX (34 years). OAKIX (1.06) is less costly to investors than IOVFX (0.88). OAKIX is a more actively managed with annual turnover of: 51.00 vs. IOVFX (47.00). IOVFX (0) and OAKIX (0) have matching initial minimum investment requirements. IOVFX annual gain was more profitable for investors over the last year : 12.08 vs. OAKIX (10.27).
| IOVFX | OAKIX | IOVFX / OAKIX | |
| Total Expense Ratio | 0.77 | 1.06 | 73% |
| Annual Report Gross Expense Ratio | 0.88 | 1.06 | 83% |
| Fund Existence | 3 years | 34 years | - |
| Gain YTD | 9.335 | 2.769 | 337% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 12.4B | 3% |
| Annual Yield % from dividends | 2.63 | 1.83 | 144% |
| Returns for 1 year | 12.08 | 10.27 | 118% |
| Returns for 3 years | N/A | 26.96 | - |
| Returns for 5 years | N/A | 22.45 | - |
| Returns for 10 years | N/A | 83.92 | - |
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