The average market capitalization across the group is 6.82B. The market cap for tickers in the group ranges from 811.27M to 12.83B. OANIX holds the highest valuation in this group at 12.83B. The lowest valued company is IVFAX at 811.27M.

High and low price notable news

The average weekly price growth across all stocks in the group was -0%. For the same group, the average monthly price growth was -0%, and the average quarterly price growth was 7%. IVFAX experienced the highest price growth at 0%, while OANIX experienced the biggest fall at -1%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

IVFAX vs. OANIX 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 OANIX is a Hold.

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FUNDAMENTALS

Fundamentals

OANIX has more cash in the bank: 12.8B vs. IVFAX (811M). IVFAX pays higher dividends than OANIX: IVFAX (3.42) vs OANIX (1.95). 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 : 18.10 vs. OANIX (16.16). IVFAX return over 5 years is better than : 58.30 vs. OANIX (30.36).

	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	11.183	7.657	146%
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	3.42	1.95	175%
Returns for 1 year	18.10	16.16	112%
Returns for 3 years	57.03	42.81	133%
Returns for 5 years	58.30	30.36	192%
Returns for 10 years	77.25	N/A	-

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