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OAKIX vs QFVOX
OAKIX vs QFVOX Comparison
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OAKIX vs QFVOX Comparison Chart in %
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OAKIX vs. QFVOX commentary
Jun 20, 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 QFVOX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. QFVOX (1.52B). QFVOX pays higher dividends than OAKIX: QFVOX (3.41) vs OAKIX (1.82). 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 : 35.16 vs. OAKIX (13.47). QFVOX return over 5 years is better than : 52.66 vs. OAKIX (18.80).
| 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 | 1.231 | 18.750 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 1.52B | 848% |
| Annual Yield % from dividends | 1.82 | 3.41 | 53% |
| Returns for 1 year | 13.47 | 35.16 | 38% |
| Returns for 3 years | 21.47 | 56.97 | 38% |
| Returns for 5 years | 18.80 | 52.66 | 36% |
| Returns for 10 years | 77.18 | 130.60 | 59% |
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