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IVFIX vs OAKIX
IVFIX vs OAKIX Comparison
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IVFIX vs OAKIX Comparison Chart in %
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IVFIX vs. OAKIX commentary
Jun 24, 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 IVFIX is a Hold and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. IVFIX (824M). IVFIX pays higher dividends than OAKIX: IVFIX (3.82) vs OAKIX (1.82). IVFIX was incepted earlier than OAKIX: IVFIX (18 years) vs OAKIX (34 years). OAKIX (1.06) is less costly to investors than IVFIX (0.99). OAKIX is a more actively managed with annual turnover of: 51.00 vs. IVFIX (32.00). OAKIX has a lower initial minimum investment than IVFIX: OAKIX (0) vs IVFIX (1000000). IVFIX annual gain was more profitable for investors over the last year : 16.94 vs. OAKIX (13.09). IVFIX return over 5 years is better than : 55.73 vs. OAKIX (17.36).
| IVFIX | OAKIX | IVFIX / OAKIX | |
| Total Expense Ratio | 0.86 | 1.06 | 81% |
| Annual Report Gross Expense Ratio | 0.99 | 1.06 | 93% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 5.968 | 0.277 | 2,155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 824M | 12.9B | 6% |
| Annual Yield % from dividends | 3.82 | 1.82 | 210% |
| Returns for 1 year | 16.94 | 13.09 | 129% |
| Returns for 3 years | 48.00 | 30.71 | 156% |
| Returns for 5 years | 55.73 | 17.36 | 321% |
| Returns for 10 years | 86.49 | 89.70 | 96% |
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