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IVFLX vs OAKIX
IVFLX vs OAKIX Comparison
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IVFLX vs OAKIX Comparison Chart in %
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IVFLX vs. OAKIX commentary
Jun 24, 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 IVFLX is a Hold and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. IVFLX (824M). IVFLX pays higher dividends than OAKIX: IVFLX (3.84) vs OAKIX (1.82). IVFLX was incepted earlier than OAKIX: IVFLX (9 years) vs OAKIX (34 years). OAKIX (1.06) is less costly to investors than IVFLX (0.91). OAKIX is a more actively managed with annual turnover of: 51.00 vs. IVFLX (32.00). IVFLX (0) and OAKIX (0) have matching initial minimum investment requirements. IVFLX annual gain was more profitable for investors over the last year : 17.00 vs. OAKIX (13.09). IVFLX return over 5 years is better than : 55.54 vs. OAKIX (17.36).
| IVFLX | OAKIX | IVFLX / OAKIX | |
| Total Expense Ratio | 0.85 | 1.06 | 80% |
| Annual Report Gross Expense Ratio | 0.91 | 1.06 | 86% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 5.988 | 0.277 | 2,162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 824M | 12.9B | 6% |
| Annual Yield % from dividends | 3.84 | 1.82 | 211% |
| Returns for 1 year | 17.00 | 13.09 | 130% |
| Returns for 3 years | 48.17 | 30.71 | 157% |
| Returns for 5 years | 55.54 | 17.36 | 320% |
| Returns for 10 years | N/A | 89.70 | - |
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