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IVFCX vs OAZIX
IVFCX vs OAZIX Comparison
Open Charts IVFCX vs OAZIX
IVFCX vs OAZIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZIX has more cash in the bank: 12.4B vs. IVFCX (811M). IVFCX pays higher dividends than OAZIX: IVFCX (2.72) vs OAZIX (2.16). 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 : 16.87 vs. OAZIX (10.59). IVFCX return over 5 years is better than : 52.63 vs. OAZIX (23.83).
| 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 | 8.410 | 2.933 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 12.4B | 7% |
| Annual Yield % from dividends | 2.72 | 2.16 | 126% |
| Returns for 1 year | 16.87 | 10.59 | 159% |
| Returns for 3 years | 44.41 | 28.14 | 158% |
| Returns for 5 years | 52.63 | 23.83 | 221% |
| Returns for 10 years | 65.66 | N/A | - |
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