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IVFCX vs OANIX
IVFCX vs OANIX Comparison
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IVFCX vs OANIX Comparison Chart in %
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IVFCX vs. OANIX 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 OANIX is a Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 12.4B vs. IVFCX (811M). IVFCX pays higher dividends than OANIX: IVFCX (2.72) 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). IVFCX annual gain was more profitable for investors over the last year : 16.87 vs. OANIX (10.56). IVFCX return over 5 years is better than : 52.63 vs. OANIX (23.58).
| 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 | 8.410 | 2.902 | 290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 12.4B | 7% |
| Annual Yield % from dividends | 2.72 | 2.09 | 130% |
| Returns for 1 year | 16.87 | 10.56 | 160% |
| Returns for 3 years | 44.41 | 27.91 | 159% |
| Returns for 5 years | 52.63 | 23.58 | 223% |
| Returns for 10 years | 65.66 | N/A | - |
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