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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
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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 12.8B vs. IVFLX (794M). IVFLX pays higher dividends than OANIX: IVFLX (3.67) vs OANIX (1.95). IVFLX was incepted earlier than OANIX: IVFLX (10 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 annual gain was more profitable for investors over the last year : 14.97 vs. OANIX (11.72). IVFLX return over 5 years is better than : 59.66 vs. OANIX (30.95).
| IVFLX | OANIX | IVFLX / OANIX | |
| Total Expense Ratio | 0.85 | 0.82 | 104% |
| Annual Report Gross Expense Ratio | 0.91 | 0.82 | 111% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 9.141 | 5.434 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 12.8B | 6% |
| Annual Yield % from dividends | 3.67 | 1.95 | 188% |
| Returns for 1 year | 14.97 | 11.72 | 128% |
| Returns for 3 years | 53.36 | 40.73 | 131% |
| Returns for 5 years | 59.66 | 30.95 | 193% |
| Returns for 10 years | N/A | N/A | - |
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