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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
Aug 09, 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 Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. IVFIX (822M). IVFIX pays higher dividends than OAKIX: IVFIX (3.54) vs OAKIX (1.74). 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 : 19.85 vs. OAKIX (18.57). IVFIX return over 5 years is better than : 63.57 vs. OAKIX (30.97).
| 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 | 11.552 | 9.323 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 822M | 12.8B | 6% |
| Annual Yield % from dividends | 3.54 | 1.74 | 204% |
| Returns for 1 year | 19.85 | 18.57 | 107% |
| Returns for 3 years | 55.84 | 39.92 | 140% |
| Returns for 5 years | 63.57 | 30.97 | 205% |
| Returns for 10 years | 83.88 | 85.71 | 98% |
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