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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
Aug 23, 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 Buy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. IVFLX (819M). IVFLX pays higher dividends than OAKIX: IVFLX (3.56) vs OAKIX (1.74). 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 : 17.40 vs. OAKIX (15.97). IVFLX return over 5 years is better than : 61.88 vs. OAKIX (35.31).
| 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 | 12.031 | 8.646 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 819M | 12.8B | 6% |
| Annual Yield % from dividends | 3.56 | 1.74 | 205% |
| Returns for 1 year | 17.40 | 15.97 | 109% |
| Returns for 3 years | 59.76 | 42.97 | 139% |
| Returns for 5 years | 61.88 | 35.31 | 175% |
| Returns for 10 years | N/A | 81.21 | - |
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