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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
Aug 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 12.8B vs. IVFLX (832M). IVFLX pays higher dividends than OANIX: IVFLX (3.56) vs OANIX (1.99). 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 : 23.91 vs. OANIX (17.00). IVFLX return over 5 years is better than : 64.27 vs. OANIX (28.65).
| 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 | 11.585 | 6.175 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832M | 12.8B | 7% |
| Annual Yield % from dividends | 3.56 | 1.99 | 179% |
| Returns for 1 year | 23.91 | 17.00 | 141% |
| Returns for 3 years | 53.50 | 32.30 | 166% |
| Returns for 5 years | 64.27 | 28.65 | 224% |
| Returns for 10 years | N/A | N/A | - |
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