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IVFLX vs OAKIX
IVFLX vs OAKIX Comparison
Open Charts IVFLX vs OAKIX
IVFLX vs OAKIX Comparison Chart in %
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IVFLX vs. OAKIX commentary
Jul 14, 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 StrongBuy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. IVFLX (811M). IVFLX pays higher dividends than OAKIX: IVFLX (3.71) vs OAKIX (1.83). 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 : 18.17 vs. OAKIX (10.27). IVFLX return over 5 years is better than : 60.25 vs. OAKIX (22.45).
| 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 | 8.882 | 2.769 | 321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 12.4B | 7% |
| Annual Yield % from dividends | 3.71 | 1.83 | 203% |
| Returns for 1 year | 18.17 | 10.27 | 177% |
| Returns for 3 years | 48.76 | 26.96 | 181% |
| Returns for 5 years | 60.25 | 22.45 | 268% |
| Returns for 10 years | N/A | 83.92 | - |
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