Interact to see
Advertisement
Advertisement
IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
IVFCX vs OANIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVFCX vs. OANIX commentary
Jun 04, 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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 12.9B vs. IVFCX (826M). IVFCX pays higher dividends than OANIX: IVFCX (2.85) vs OANIX (2.09). IVFCX was incepted earlier than OANIX: IVFCX (18 years) vs OANIX (10 years). IVFCX (1.99) is less costly to investors than OANIX (0.82). OANIX is a more actively managed with annual turnover of: 51.00 vs. IVFCX (32.00). IVFCX has a lower initial minimum investment than OANIX: IVFCX (1500) vs OANIX (250000). OANIX (14.53) and IVFCX (13.88) have marching annual gain over last year. IVFCX return over 5 years is better than : 47.07 vs. OANIX (15.85).
| IVFCX | OANIX | IVFCX / OANIX | |
| Total Expense Ratio | 1.95 | 0.82 | 238% |
| Annual Report Gross Expense Ratio | 1.99 | 0.82 | 243% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 5.423 | 1.791 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 12.9B | 6% |
| Annual Yield % from dividends | 2.85 | 2.09 | 136% |
| Returns for 1 year | 13.88 | 14.53 | 96% |
| Returns for 3 years | 43.61 | 34.52 | 126% |
| Returns for 5 years | 47.07 | 15.85 | 297% |
| Returns for 10 years | 62.93 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement