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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
Sep 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 Hold and QFVRX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. QFVRX (1.5B). QFVRX pays higher dividends than OAKIX: QFVRX (3.64) vs OAKIX (1.70). OAKIX was incepted earlier than QFVRX: OAKIX (34 years) vs QFVRX (10 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 : 34.36 vs. OAKIX (15.97). QFVRX return over 5 years is better than : 45.35 vs. OAKIX (28.24).
| 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 | 10 years | - |
| Gain YTD | 6.677 | 22.909 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 1.5B | 853% |
| Annual Yield % from dividends | 1.70 | 3.64 | 47% |
| Returns for 1 year | 15.97 | 34.36 | 46% |
| Returns for 3 years | 39.58 | 67.79 | 58% |
| Returns for 5 years | 28.24 | 45.35 | 62% |
| Returns for 10 years | 74.67 | N/A | - |
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