Interact to see
Advertisement
Advertisement
IVFAX vs OAKIX
IVFAX vs OAKIX Comparison
Open Charts IVFAX vs OAKIX
IVFAX vs OAKIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVFAX vs. OAKIX commentary
Sep 05, 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 IVFAX is a StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. IVFAX (811M). IVFAX pays higher dividends than OAKIX: IVFAX (3.42) vs OAKIX (1.70). IVFAX was incepted earlier than OAKIX: IVFAX (18 years) vs OAKIX (34 years). IVFAX (1.25) is less costly to investors than OAKIX (1.06). OAKIX is a more actively managed with annual turnover of: 51.00 vs. IVFAX (32.00). OAKIX has a lower initial minimum investment than IVFAX: OAKIX (0) vs IVFAX (1500). IVFAX annual gain was more profitable for investors over the last year : 18.10 vs. OAKIX (15.88). IVFAX return over 5 years is better than : 58.30 vs. OAKIX (29.21).
| IVFAX | OAKIX | IVFAX / OAKIX | |
| Total Expense Ratio | 1.11 | 1.06 | 105% |
| Annual Report Gross Expense Ratio | 1.25 | 1.06 | 118% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 11.183 | 7.477 | 150% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 12.8B | 6% |
| Annual Yield % from dividends | 3.42 | 1.70 | 201% |
| Returns for 1 year | 18.10 | 15.88 | 114% |
| Returns for 3 years | 57.03 | 41.75 | 137% |
| Returns for 5 years | 58.30 | 29.21 | 200% |
| Returns for 10 years | 77.25 | 75.10 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SLGYX | 24.16 | N/A | N/A |
| Saratoga Large Capitalization Growth A | |||
| BMEAX | 27.59 | N/A | N/A |
| BlackRock High Equity Income Investor A | |||
| FCPGX | 42.82 | N/A | N/A |
| Fidelity Small Cap Growth | |||
| GEIYX | 19.52 | N/A | N/A |
| GuideStone Funds Growth Equity Idx Instl | |||
| VLAIX | 33.76 | -0.15 | -0.44% |
| Value Line Asset Allocation Instl | |||