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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
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 OANIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 12.8B vs. IVFCX (832M). IVFCX pays higher dividends than OANIX: IVFCX (2.59) vs OANIX (1.99). 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 : 22.37 vs. OANIX (17.00). IVFCX return over 5 years is better than : 55.76 vs. OANIX (28.65).
| 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 | 10.810 | 6.175 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832M | 12.8B | 7% |
| Annual Yield % from dividends | 2.59 | 1.99 | 130% |
| Returns for 1 year | 22.37 | 17.00 | 132% |
| Returns for 3 years | 48.34 | 32.30 | 150% |
| Returns for 5 years | 55.76 | 28.65 | 195% |
| Returns for 10 years | 69.32 | N/A | - |
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