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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 04, 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: 12.9B vs. IVFIX (826M). 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 (14.87) and OAKIX (14.26) have marching annual gain over last year. IVFIX return over 5 years is better than : 54.66 vs. OAKIX (14.80).
| 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 | 5.804 | 1.692 | 343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 12.9B | 6% |
| Annual Yield % from dividends | 3.82 | 1.82 | 210% |
| Returns for 1 year | 14.87 | 14.26 | 104% |
| Returns for 3 years | 48.17 | 33.56 | 144% |
| Returns for 5 years | 54.66 | 14.80 | 369% |
| Returns for 10 years | 77.14 | 77.55 | 99% |
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