Interact to see
Advertisement
Advertisement
IVFAX vs OANIX
IVFAX vs OANIX Comparison
Open Charts IVFAX vs OANIX
IVFAX vs OANIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVFAX vs. OANIX 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 OANIX is a Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 12.4B vs. IVFAX (798M). IVFAX pays higher dividends than OANIX: IVFAX (3.47) 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 annual gain was more profitable for investors over the last year : 15.34 vs. OANIX (9.72). IVFAX return over 5 years is better than : 56.67 vs. OANIX (19.66).
| 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 | 7.406 | 1.266 | 585% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 12.4B | 6% |
| Annual Yield % from dividends | 3.47 | 2.09 | 165% |
| Returns for 1 year | 15.34 | 9.72 | 158% |
| Returns for 3 years | 47.39 | 30.30 | 156% |
| Returns for 5 years | 56.67 | 19.66 | 288% |
| Returns for 10 years | 75.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement