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IVFAX vs OANIX
IVFAX vs OANIX Comparison
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IVFAX vs OANIX Comparison Chart in %
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IVFAX vs. OANIX commentary
Jun 04, 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 Buy and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 12.9B vs. IVFAX (826M). IVFAX pays higher dividends than OANIX: IVFAX (3.59) vs OANIX (2.09). IVFAX was incepted earlier than OANIX: IVFAX (18 years) vs OANIX (10 years). IVFAX (1.25) is less costly to investors than OANIX (0.82). OANIX is a more actively managed with annual turnover of: 51.00 vs. IVFAX (32.00). IVFAX has a lower initial minimum investment than OANIX: IVFAX (1500) vs OANIX (250000). IVFAX (14.62) and OANIX (14.53) have marching annual gain over last year. IVFAX return over 5 years is better than : 52.90 vs. OANIX (15.85).
| IVFAX | OANIX | IVFAX / OANIX | |
| Total Expense Ratio | 1.11 | 0.82 | 135% |
| Annual Report Gross Expense Ratio | 1.25 | 0.82 | 152% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 5.707 | 1.791 | 319% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 12.9B | 6% |
| Annual Yield % from dividends | 3.59 | 2.09 | 172% |
| Returns for 1 year | 14.62 | 14.53 | 101% |
| Returns for 3 years | 47.20 | 34.52 | 137% |
| Returns for 5 years | 52.90 | 15.85 | 334% |
| Returns for 10 years | 73.89 | N/A | - |
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