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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
Aug 23, 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 (819M). 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). OANIX (16.25) and IVFCX (16.14) have marching annual gain over last year. IVFCX return over 5 years is better than : 53.47 vs. OANIX (36.52).
| 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 | 11.259 | 8.799 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 819M | 12.8B | 6% |
| Annual Yield % from dividends | 2.59 | 1.99 | 130% |
| Returns for 1 year | 16.14 | 16.25 | 99% |
| Returns for 3 years | 54.46 | 44.00 | 124% |
| Returns for 5 years | 53.47 | 36.52 | 146% |
| Returns for 10 years | 68.64 | N/A | - |
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