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OAKIX vs QFVIX
OAKIX vs QFVIX Comparison
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OAKIX vs QFVIX Comparison Chart in %
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OAKIX vs. QFVIX commentary
Jun 29, 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 OAKIX is a Buy and QFVIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. QFVIX (1.5B). QFVIX pays higher dividends than OAKIX: QFVIX (3.70) vs OAKIX (1.82). OAKIX was incepted earlier than QFVIX: OAKIX (34 years) vs QFVIX (28 years). QFVIX (1.26) is less costly to investors than OAKIX (1.06). OAKIX is a more actively managed with annual turnover of: 51.00 vs. QFVIX (29.00). OAKIX has a lower initial minimum investment than QFVIX: OAKIX (0) vs QFVIX (1000000). QFVIX annual gain was more profitable for investors over the last year : 31.48 vs. OAKIX (11.36). QFVIX return over 5 years is better than : 49.22 vs. OAKIX (16.52).
| OAKIX | QFVIX | OAKIX / QFVIX | |
| Total Expense Ratio | 1.06 | 1.04 | 102% |
| Annual Report Gross Expense Ratio | 1.06 | 1.26 | 84% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 0.892 | 16.896 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 1.5B | 863% |
| Annual Yield % from dividends | 1.82 | 3.70 | 49% |
| Returns for 1 year | 11.36 | 31.48 | 36% |
| Returns for 3 years | 30.43 | 70.20 | 43% |
| Returns for 5 years | 16.52 | 49.22 | 34% |
| Returns for 10 years | 94.05 | 161.33 | 58% |
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