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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
Sep 13, 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 Hold and QFVOX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. QFVOX (1.5B). QFVOX pays higher dividends than OAKIX: QFVOX (3.31) vs OAKIX (1.70). OAKIX was incepted earlier than QFVOX: OAKIX (34 years) vs QFVOX (28 years). QFVOX (1.55) 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 : 30.24 vs. OAKIX (11.43). QFVOX return over 5 years is better than : 56.54 vs. OAKIX (29.80).
| OAKIX | QFVOX | OAKIX / QFVOX | |
| Total Expense Ratio | 1.06 | 1.45 | 73% |
| Annual Report Gross Expense Ratio | 1.06 | 1.55 | 68% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 5.262 | 22.015 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 1.5B | 856% |
| Annual Yield % from dividends | 1.70 | 3.31 | 51% |
| Returns for 1 year | 11.43 | 30.24 | 38% |
| Returns for 3 years | 39.69 | 75.25 | 53% |
| Returns for 5 years | 29.80 | 56.54 | 53% |
| Returns for 10 years | 76.06 | 133.66 | 57% |
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