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IVFLX vs OAZIX
IVFLX vs OAZIX Comparison
Open Charts IVFLX vs OAZIX
IVFLX vs OAZIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZIX has more cash in the bank: 12.9B vs. IVFLX (826M). IVFLX pays higher dividends than OAZIX: IVFLX (3.84) vs OAZIX (2.15). IVFLX was incepted earlier than OAZIX: IVFLX (9 years) vs OAZIX (5 years). IVFLX (0.91) is less costly to investors than OAZIX (0.76). OAZIX is a more actively managed with annual turnover of: 51.00 vs. IVFLX (32.00). IVFLX has a lower initial minimum investment than OAZIX: IVFLX (0) vs OAZIX (1000000). IVFLX (14.91) and OAZIX (14.60) have marching annual gain over last year. IVFLX return over 5 years is better than : 54.88 vs. OAZIX (16.09).
| IVFLX | OAZIX | IVFLX / OAZIX | |
| Total Expense Ratio | 0.85 | 0.76 | 112% |
| Annual Report Gross Expense Ratio | 0.91 | 0.76 | 120% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 5.821 | 1.822 | 320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 12.9B | 6% |
| Annual Yield % from dividends | 3.84 | 2.15 | 178% |
| Returns for 1 year | 14.91 | 14.60 | 102% |
| Returns for 3 years | 48.35 | 34.76 | 139% |
| Returns for 5 years | 54.88 | 16.09 | 341% |
| Returns for 10 years | N/A | N/A | - |
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