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IVFIX vs OANIX
IVFIX vs OANIX Comparison
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IVFIX vs OANIX Comparison Chart in %
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IVFIX vs. OANIX commentary
Sep 05, 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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 12.8B vs. IVFIX (811M). IVFIX pays higher dividends than OANIX: IVFIX (3.64) vs OANIX (1.95). IVFIX was incepted earlier than OANIX: IVFIX (18 years) vs OANIX (10 years). IVFIX (0.99) is less costly to investors than OANIX (0.82). OANIX is a more actively managed with annual turnover of: 51.00 vs. IVFIX (32.00). OANIX has a lower initial minimum investment than IVFIX: OANIX (250000) vs IVFIX (1000000). IVFIX annual gain was more profitable for investors over the last year : 18.35 vs. OANIX (16.16). IVFIX return over 5 years is better than : 60.12 vs. OANIX (30.36).
| IVFIX | OANIX | IVFIX / OANIX | |
| Total Expense Ratio | 0.86 | 0.82 | 105% |
| Annual Report Gross Expense Ratio | 0.99 | 0.82 | 121% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 11.344 | 7.657 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 12.8B | 6% |
| Annual Yield % from dividends | 3.64 | 1.95 | 186% |
| Returns for 1 year | 18.35 | 16.16 | 114% |
| Returns for 3 years | 58.05 | 42.81 | 136% |
| Returns for 5 years | 60.12 | 30.36 | 198% |
| Returns for 10 years | 81.03 | N/A | - |
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