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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 (826M). IVFIX pays higher dividends than OAZIX: IVFIX (3.82) vs OAZIX (2.15). IVFIX was incepted earlier than OAZIX: IVFIX (18 years) vs OAZIX (5 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 (14.87) and OAZIX (14.60) have marching annual gain over last year. IVFIX return over 5 years is better than : 54.66 vs. OAZIX (16.09).
| 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 | 5 years | - |
| Gain YTD | 5.804 | 1.822 | 319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 12.9B | 6% |
| Annual Yield % from dividends | 3.82 | 2.15 | 178% |
| Returns for 1 year | 14.87 | 14.60 | 102% |
| Returns for 3 years | 48.17 | 34.76 | 139% |
| Returns for 5 years | 54.66 | 16.09 | 340% |
| Returns for 10 years | 77.14 | N/A | - |
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