Interact to see
Advertisement
Advertisement
IVFAX vs OAZIX
IVFAX vs OAZIX Comparison
Open Charts IVFAX vs OAZIX
IVFAX vs OAZIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
OAZIX has more cash in the bank: 12.9B vs. IVFAX (826M). IVFAX pays higher dividends than OAZIX: IVFAX (3.59) vs OAZIX (2.15). IVFAX was incepted earlier than OAZIX: IVFAX (18 years) vs OAZIX (5 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 (14.62) and OAZIX (14.60) have marching annual gain over last year. IVFAX return over 5 years is better than : 52.90 vs. OAZIX (16.09).
| 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 | 5 years | - |
| Gain YTD | 5.707 | 1.822 | 313% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 12.9B | 6% |
| Annual Yield % from dividends | 3.59 | 2.15 | 167% |
| Returns for 1 year | 14.62 | 14.60 | 100% |
| Returns for 3 years | 47.20 | 34.76 | 136% |
| Returns for 5 years | 52.90 | 16.09 | 329% |
| Returns for 10 years | 73.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers