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OAKIX vs QFVRX
OAKIX vs QFVRX Comparison
Open Charts OAKIX vs QFVRX
OAKIX vs QFVRX Comparison Chart in %
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OAKIX vs. QFVRX commentary
Jun 23, 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 QFVRX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. QFVRX (1.52B). QFVRX pays higher dividends than OAKIX: QFVRX (3.75) vs OAKIX (1.82). OAKIX was incepted earlier than QFVRX: OAKIX (34 years) vs QFVRX (9 years). QFVRX (1.11) and OAKIX (1.06) have similar cost to investors . OAKIX is a more actively managed with annual turnover of: 51.00 vs. QFVRX (29.00). OAKIX has a lower initial minimum investment than QFVRX: OAKIX (0) vs QFVRX (100000). QFVRX annual gain was more profitable for investors over the last year : 36.63 vs. OAKIX (13.09). QFVRX return over 5 years is better than : 41.20 vs. OAKIX (17.36).
| OAKIX | QFVRX | OAKIX / QFVRX | |
| Total Expense Ratio | 1.06 | 0.94 | 113% |
| Annual Report Gross Expense Ratio | 1.06 | 1.11 | 95% |
| Fund Existence | 34 years | 9 years | - |
| Gain YTD | 0.277 | 19.026 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 1.52B | 848% |
| Annual Yield % from dividends | 1.82 | 3.75 | 49% |
| Returns for 1 year | 13.09 | 36.63 | 36% |
| Returns for 3 years | 30.71 | 66.37 | 46% |
| Returns for 5 years | 17.36 | 41.20 | 42% |
| Returns for 10 years | 89.70 | N/A | - |
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