OAZIX has more cash in the bank: 12.8B vs. IVFCX (794M). IVFCX pays higher dividends than OAZIX: IVFCX (2.67) vs OAZIX (2.01). IVFCX was incepted earlier than OAZIX: IVFCX (18 years) vs OAZIX (6 years). IVFCX (1.99) is less costly to investors than OAZIX (0.76). OAZIX is a more actively managed with annual turnover of: 51.00 vs. IVFCX (32.00). IVFCX has a lower initial minimum investment than OAZIX: IVFCX (1500) vs OAZIX (1000000). IVFCX annual gain was more profitable for investors over the last year : 13.67 vs. OAZIX (11.75). IVFCX return over 5 years is better than : 51.64 vs. OAZIX (31.21).

	IVFCX	OAZIX	IVFCX / OAZIX
Total Expense Ratio	1.95	0.76	257%
Annual Report Gross Expense Ratio	1.99	0.76	262%
Fund Existence	18 years	6 years	-
Gain YTD	8.473	5.465	155%
Front Load	N/A	N/A	-
Min. Initial Investment	1500	1000000	0%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	794M	12.8B	6%
Annual Yield % from dividends	2.67	2.01	133%
Returns for 1 year	13.67	11.75	116%
Returns for 3 years	48.48	40.92	118%
Returns for 5 years	51.64	31.21	165%
Returns for 10 years	69.50	N/A	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
FDERX	22.09	N/A	N/A
Federated Hermes Strategic Div Gr R
TLOFX	10.06	N/A	N/A
Transamerica Large Value Opps R4
GBCIX	19.95	N/A	N/A
Gabelli Dividend Growth I
LGLRX	53.13	N/A	N/A
Lord Abbett Growth Leaders R3
RGGCX	30.32	N/A	N/A
Victory RS Global C