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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 03, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. IVFLX (826M). 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 (14.91) and OAKIX (14.26) have marching annual gain over last year. IVFLX return over 5 years is better than : 54.88 vs. OAKIX (14.80).
| IVFLX | OAKIX | IVFLX / OAKIX | |
| Total Expense Ratio | 0.85 | 1.06 | 80% |
| Annual Report Gross Expense Ratio | 0.91 | 1.06 | 86% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 5.821 | 1.692 | 344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 12.9B | 6% |
| Annual Yield % from dividends | 3.84 | 1.82 | 211% |
| Returns for 1 year | 14.91 | 14.26 | 105% |
| Returns for 3 years | 48.35 | 33.56 | 144% |
| Returns for 5 years | 54.88 | 14.80 | 371% |
| Returns for 10 years | N/A | 77.55 | - |
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