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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
Sep 13, 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 Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. IVFCX (794M). IVFCX pays higher dividends than OAKIX: IVFCX (2.67) vs OAKIX (1.70). 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 : 13.67 vs. OAKIX (11.43). IVFCX return over 5 years is better than : 51.64 vs. OAKIX (29.80).
| 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 | 8.473 | 5.262 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 12.8B | 6% |
| Annual Yield % from dividends | 2.67 | 1.70 | 157% |
| Returns for 1 year | 13.67 | 11.43 | 120% |
| Returns for 3 years | 48.48 | 39.69 | 122% |
| Returns for 5 years | 51.64 | 29.80 | 173% |
| Returns for 10 years | 69.50 | 76.06 | 91% |
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