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IVFIX vs OAZIX
IVFIX vs OAZIX Comparison
Open Charts IVFIX vs OAZIX
IVFIX vs OAZIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZIX has more cash in the bank: 12.9B vs. IVFIX (824M). IVFIX pays higher dividends than OAZIX: IVFIX (3.82) vs OAZIX (2.15). IVFIX was incepted earlier than OAZIX: IVFIX (18 years) vs OAZIX (6 years). IVFIX (0.99) is less costly to investors than OAZIX (0.76). OAZIX is a more actively managed with annual turnover of: 51.00 vs. IVFIX (32.00). IVFIX (1000000) and OAZIX (1000000) have matching initial minimum investment requirements. IVFIX annual gain was more profitable for investors over the last year : 16.94 vs. OAZIX (12.23). IVFIX return over 5 years is better than : 55.73 vs. OAZIX (16.42).
| IVFIX | OAZIX | IVFIX / OAZIX | |
| Total Expense Ratio | 0.86 | 0.76 | 113% |
| Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 5.968 | -0.556 | -1,074% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 824M | 12.9B | 6% |
| Annual Yield % from dividends | 3.82 | 2.15 | 178% |
| Returns for 1 year | 16.94 | 12.23 | 139% |
| Returns for 3 years | 48.00 | 30.62 | 157% |
| Returns for 5 years | 55.73 | 16.42 | 339% |
| Returns for 10 years | 86.49 | N/A | - |
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