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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 (333M). 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 (51.00) and IOVFX (49.00) have comparable annual turnover. IOVFX (0) and OAKIX (0) have matching initial minimum investment requirements. IOVFX annual gain was more profitable for investors over the last year : 16.18 vs. OAKIX (14.26).
| 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 | 13.382 | 1.692 | 791% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 12.9B | 3% |
| Annual Yield % from dividends | 4.19 | 1.82 | 230% |
| Returns for 1 year | 16.18 | 14.26 | 113% |
| Returns for 3 years | N/A | 33.56 | - |
| Returns for 5 years | N/A | 14.80 | - |
| Returns for 10 years | N/A | 77.55 | - |
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