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IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
IVFCX vs OANIX Comparison Chart in %
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IVFCX vs. OANIX 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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 12.8B vs. IVFCX (794M). IVFCX pays higher dividends than OANIX: IVFCX (2.67) vs OANIX (1.95). 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 : 13.67 vs. OANIX (11.72). IVFCX return over 5 years is better than : 51.64 vs. OANIX (30.95).
| 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 | 8.473 | 5.434 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 12.8B | 6% |
| Annual Yield % from dividends | 2.67 | 1.95 | 137% |
| Returns for 1 year | 13.67 | 11.72 | 117% |
| Returns for 3 years | 48.48 | 40.73 | 119% |
| Returns for 5 years | 51.64 | 30.95 | 167% |
| Returns for 10 years | 69.50 | N/A | - |
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