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IVFCX vs OAKIX
IVFCX vs OAKIX Comparison
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IVFCX vs OAKIX Comparison Chart in %
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IVFCX vs. OAKIX commentary
Jul 14, 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 StrongBuy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. IVFCX (811M). IVFCX pays higher dividends than OAKIX: IVFCX (2.72) vs OAKIX (1.83). 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 annual gain was more profitable for investors over the last year : 16.87 vs. OAKIX (10.27). IVFCX return over 5 years is better than : 52.63 vs. OAKIX (22.45).
| 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 | 8.410 | 2.769 | 304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 12.4B | 7% |
| Annual Yield % from dividends | 2.72 | 1.83 | 149% |
| Returns for 1 year | 16.87 | 10.27 | 164% |
| Returns for 3 years | 44.41 | 26.96 | 165% |
| Returns for 5 years | 52.63 | 22.45 | 234% |
| Returns for 10 years | 65.66 | 83.92 | 78% |
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