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IVFCX vs OAKIX
IVFCX vs OAKIX Comparison
Open Charts IVFCX vs OAKIX
IVFCX vs OAKIX Comparison Chart in %
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IVFCX vs. OAKIX commentary
Aug 23, 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 IVFCX is a Buy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. IVFCX (819M). IVFCX pays higher dividends than OAKIX: IVFCX (2.59) vs OAKIX (1.74). IVFCX was incepted earlier than OAKIX: IVFCX (18 years) vs OAKIX (34 years). IVFCX (1.99) is less costly to investors than OAKIX (1.06). OAKIX is a more actively managed with annual turnover of: 51.00 vs. IVFCX (32.00). OAKIX has a lower initial minimum investment than IVFCX: OAKIX (0) vs IVFCX (1500). IVFCX (16.14) and OAKIX (15.97) have marching annual gain over last year. IVFCX return over 5 years is better than : 53.47 vs. OAKIX (35.31).
| IVFCX | OAKIX | IVFCX / OAKIX | |
| Total Expense Ratio | 1.95 | 1.06 | 184% |
| Annual Report Gross Expense Ratio | 1.99 | 1.06 | 188% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 11.259 | 8.646 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 819M | 12.8B | 6% |
| Annual Yield % from dividends | 2.59 | 1.74 | 149% |
| Returns for 1 year | 16.14 | 15.97 | 101% |
| Returns for 3 years | 54.46 | 42.97 | 127% |
| Returns for 5 years | 53.47 | 35.31 | 151% |
| Returns for 10 years | 68.64 | 81.21 | 85% |
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