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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
Jul 14, 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 StrongBuy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. IVFIX (811M). IVFIX pays higher dividends than OAKIX: IVFIX (3.70) vs OAKIX (1.83). 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 : 18.11 vs. OAKIX (10.27). IVFIX return over 5 years is better than : 60.43 vs. OAKIX (22.45).
| 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 | 8.856 | 2.769 | 320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 12.4B | 7% |
| Annual Yield % from dividends | 3.70 | 1.83 | 202% |
| Returns for 1 year | 18.11 | 10.27 | 176% |
| Returns for 3 years | 48.99 | 26.96 | 182% |
| Returns for 5 years | 60.43 | 22.45 | 269% |
| Returns for 10 years | 79.59 | 83.92 | 95% |
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