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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: 12.9B vs. IOVFX (335M). IOVFX pays higher dividends than OAKIX: IOVFX (4.19) vs OAKIX (1.82). IOVFX was incepted earlier than OAKIX: IOVFX (3 years) vs OAKIX (34 years). IOVFX (6.04) is less costly to investors than OAKIX (1.06). 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 : 18.02 vs. OAKIX (13.09).
| IOVFX | OAKIX | IOVFX / OAKIX | |
| Total Expense Ratio | 0.81 | 1.06 | 76% |
| Annual Report Gross Expense Ratio | 6.04 | 1.06 | 570% |
| Fund Existence | 3 years | 34 years | - |
| Gain YTD | 13.321 | 0.277 | 4,810% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 12.9B | 3% |
| Annual Yield % from dividends | 4.19 | 1.82 | 230% |
| Returns for 1 year | 18.02 | 13.09 | 138% |
| Returns for 3 years | N/A | 30.71 | - |
| Returns for 5 years | N/A | 17.36 | - |
| Returns for 10 years | N/A | 89.70 | - |
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