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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: 12.9B vs. IVFCX (826M). IVFCX pays higher dividends than OAZIX: IVFCX (2.85) vs OAZIX (2.15). IVFCX was incepted earlier than OAZIX: IVFCX (18 years) vs OAZIX (5 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). OAZIX annual gain was more profitable for investors over the last year : 14.60 vs. IVFCX (13.88). IVFCX return over 5 years is better than : 47.07 vs. OAZIX (16.09).
| 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 | 5 years | - |
| Gain YTD | 5.423 | 1.822 | 298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 12.9B | 6% |
| Annual Yield % from dividends | 2.85 | 2.15 | 133% |
| Returns for 1 year | 13.88 | 14.60 | 95% |
| Returns for 3 years | 43.61 | 34.76 | 125% |
| Returns for 5 years | 47.07 | 16.09 | 293% |
| Returns for 10 years | 62.93 | N/A | - |
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