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IVFLX vs OANIX
IVFLX vs OANIX Comparison
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IVFLX vs OANIX Comparison Chart in %
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IVFLX vs. OANIX 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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 12.9B vs. IVFLX (826M). IVFLX pays higher dividends than OANIX: IVFLX (3.84) vs OANIX (2.09). IVFLX was incepted earlier than OANIX: IVFLX (9 years) vs OANIX (10 years). IVFLX (0.91) is less costly to investors than OANIX (0.82). OANIX is a more actively managed with annual turnover of: 51.00 vs. IVFLX (32.00). IVFLX has a lower initial minimum investment than OANIX: IVFLX (0) vs OANIX (250000). IVFLX (14.91) and OANIX (14.53) have marching annual gain over last year. IVFLX return over 5 years is better than : 54.88 vs. OANIX (15.85).
| IVFLX | OANIX | IVFLX / OANIX | |
| Total Expense Ratio | 0.85 | 0.82 | 104% |
| Annual Report Gross Expense Ratio | 0.91 | 0.82 | 111% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 5.821 | 1.791 | 325% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 12.9B | 6% |
| Annual Yield % from dividends | 3.84 | 2.09 | 184% |
| Returns for 1 year | 14.91 | 14.53 | 103% |
| Returns for 3 years | 48.35 | 34.52 | 140% |
| Returns for 5 years | 54.88 | 15.85 | 346% |
| Returns for 10 years | N/A | N/A | - |
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