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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
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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 12.9B vs. IVFIX (826M). IVFIX pays higher dividends than OANIX: IVFIX (3.82) vs OANIX (2.09). 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 (14.87) and OANIX (14.53) have marching annual gain over last year. IVFIX return over 5 years is better than : 54.66 vs. OANIX (15.85).
| 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 | 5.804 | 1.791 | 324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 12.9B | 6% |
| Annual Yield % from dividends | 3.82 | 2.09 | 183% |
| Returns for 1 year | 14.87 | 14.53 | 102% |
| Returns for 3 years | 48.17 | 34.52 | 140% |
| Returns for 5 years | 54.66 | 15.85 | 345% |
| Returns for 10 years | 77.14 | N/A | - |
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