Interact to see
Advertisement
Advertisement
OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
Open Charts OAKIX vs QFVOX
OAKIX vs QFVOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. QFVOX 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 OAKIX is a StrongBuy and QFVOX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. QFVOX (1.54B). QFVOX pays higher dividends than OAKIX: QFVOX (3.35) vs OAKIX (1.74). OAKIX was incepted earlier than QFVOX: OAKIX (34 years) vs QFVOX (28 years). QFVOX (1.51) is less costly to investors than OAKIX (1.06). OAKIX is a more actively managed with annual turnover of: 51.00 vs. QFVOX (29.00). OAKIX has a lower initial minimum investment than QFVOX: OAKIX (0) vs QFVOX (2500). QFVOX annual gain was more profitable for investors over the last year : 36.32 vs. OAKIX (16.72). QFVOX return over 5 years is better than : 56.35 vs. OAKIX (27.47).
| OAKIX | QFVOX | OAKIX / QFVOX | |
| Total Expense Ratio | 1.06 | 1.41 | 75% |
| Annual Report Gross Expense Ratio | 1.06 | 1.51 | 70% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 6.031 | 21.278 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 1.54B | 833% |
| Annual Yield % from dividends | 1.74 | 3.35 | 52% |
| Returns for 1 year | 16.72 | 36.32 | 46% |
| Returns for 3 years | 31.37 | 66.28 | 47% |
| Returns for 5 years | 27.47 | 56.35 | 49% |
| Returns for 10 years | 87.14 | 141.87 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AUIIX | 39.70 | 0.09 | +0.23% |
| AB Equity Income I | |||
| NMGRX | 14.95 | 0.02 | +0.13% |
| Neuberger Mid Cap Growth R3 | |||
| BWLCX | 28.02 | -0.02 | -0.07% |
| American Beacon Man Lg Cp Value C | |||
| UBVVX | 89.26 | -0.55 | -0.61% |
| Undiscovered Managers Behavioral Val R5 | |||
| NRFNX | 12.70 | -0.11 | -0.86% |
| Natixis AEW Global Focused Real Estate N | |||