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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
Aug 03, 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 (832M). 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 annual gain was more profitable for investors over the last year : 22.37 vs. OAKIX (16.72). IVFCX return over 5 years is better than : 55.76 vs. OAKIX (27.47).
| 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 | 10.810 | 6.031 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832M | 12.8B | 7% |
| Annual Yield % from dividends | 2.59 | 1.74 | 149% |
| Returns for 1 year | 22.37 | 16.72 | 134% |
| Returns for 3 years | 48.34 | 31.37 | 154% |
| Returns for 5 years | 55.76 | 27.47 | 203% |
| Returns for 10 years | 69.32 | 87.14 | 80% |
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