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IVFAX vs OAKIX
IVFAX vs OAKIX Comparison
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IVFAX vs OAKIX Comparison Chart in %
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IVFAX vs. OAKIX commentary
Jul 02, 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 Hold and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. IVFAX (798M). IVFAX pays higher dividends than OAKIX: IVFAX (3.47) vs OAKIX (1.83). 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 : 15.34 vs. OAKIX (9.48). IVFAX return over 5 years is better than : 56.67 vs. OAKIX (18.57).
| 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 | 7.406 | 1.138 | 650% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 12.4B | 6% |
| Annual Yield % from dividends | 3.47 | 1.83 | 190% |
| Returns for 1 year | 15.34 | 9.48 | 162% |
| Returns for 3 years | 47.39 | 29.34 | 161% |
| Returns for 5 years | 56.67 | 18.57 | 305% |
| Returns for 10 years | 75.07 | 88.15 | 85% |
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