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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
Aug 15, 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 Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 12.8B vs. IVFAX (811M). IVFAX pays higher dividends than OANIX: IVFAX (3.32) vs OANIX (1.99). 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 annual gain was more profitable for investors over the last year : 16.81 vs. OANIX (14.49). IVFAX return over 5 years is better than : 56.43 vs. OANIX (28.26).
| 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 | 10.077 | 7.564 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 12.8B | 6% |
| Annual Yield % from dividends | 3.32 | 1.99 | 166% |
| Returns for 1 year | 16.81 | 14.49 | 116% |
| Returns for 3 years | 52.98 | 39.03 | 136% |
| Returns for 5 years | 56.43 | 28.26 | 200% |
| Returns for 10 years | 76.46 | N/A | - |
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