Interact to see
Advertisement
Advertisement
IVFLX vs OAKIX
IVFLX vs OAKIX Comparison
Open Charts IVFLX vs OAKIX
IVFLX vs OAKIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVFLX vs. OAKIX commentary
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. IVFLX (794M). IVFLX pays higher dividends than OAKIX: IVFLX (3.67) vs OAKIX (1.70). IVFLX was incepted earlier than OAKIX: IVFLX (10 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 : 14.97 vs. OAKIX (11.43). IVFLX return over 5 years is better than : 59.66 vs. OAKIX (29.80).
| IVFLX | OAKIX | IVFLX / OAKIX | |
| Total Expense Ratio | 0.85 | 1.06 | 80% |
| Annual Report Gross Expense Ratio | 0.91 | 1.06 | 86% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 9.141 | 5.262 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 12.8B | 6% |
| Annual Yield % from dividends | 3.67 | 1.70 | 215% |
| Returns for 1 year | 14.97 | 11.43 | 131% |
| Returns for 3 years | 53.36 | 39.69 | 134% |
| Returns for 5 years | 59.66 | 29.80 | 200% |
| Returns for 10 years | N/A | 76.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers