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IVFAX vs OAZIX
IVFAX vs OAZIX Comparison
Open Charts IVFAX vs OAZIX
IVFAX vs OAZIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZIX has more cash in the bank: 12.4B vs. IVFAX (798M). IVFAX pays higher dividends than OAZIX: IVFAX (3.47) vs OAZIX (2.16). IVFAX was incepted earlier than OAZIX: IVFAX (18 years) vs OAZIX (6 years). IVFAX (1.25) is less costly to investors than OAZIX (0.76). OAZIX is a more actively managed with annual turnover of: 51.00 vs. IVFAX (32.00). IVFAX has a lower initial minimum investment than OAZIX: IVFAX (1500) vs OAZIX (1000000). IVFAX annual gain was more profitable for investors over the last year : 15.34 vs. OAZIX (9.79). IVFAX return over 5 years is better than : 56.67 vs. OAZIX (19.90).
| IVFAX | OAZIX | IVFAX / OAZIX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 7.406 | 1.297 | 571% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 12.4B | 6% |
| Annual Yield % from dividends | 3.47 | 2.16 | 161% |
| Returns for 1 year | 15.34 | 9.79 | 157% |
| Returns for 3 years | 47.39 | 30.49 | 155% |
| Returns for 5 years | 56.67 | 19.90 | 285% |
| Returns for 10 years | 75.07 | N/A | - |
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