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FIDPX vs OAKIX
FIDPX vs OAKIX Comparison
Open Charts FIDPX vs OAKIX
Federated Hermes Intl Dividend Strategy
Price$8.69
Change-$0.18 (-2.03%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$24.81
Change-$0.67 (-2.63%)
VolumeN/A
CapitalizationN/A
FIDPX vs OAKIX Comparison Chart
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FIDPX vs. OAKIX commentary
Dec 19, 2024
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 FIDPX is a Hold and OAKIX is a StrongSell.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.2B vs. FIDPX (85.2M). FIDPX pays higher dividends than OAKIX: FIDPX (4.43) vs OAKIX (1.84). FIDPX was incepted earlier than OAKIX: FIDPX (10 years) vs OAKIX (32 years). FIDPX is a more actively managed with annual turnover of: 44.00 vs. OAKIX (27.00). FIDPX (0) and OAKIX (0) have matching initial minimum investment requirements. FIDPX annual gain was more profitable for investors over the last year : 1.85 vs. OAKIX (-0.97). FIDPX return over 5 years is better than : 28.38 vs. OAKIX (8.69).
| FIDPX | OAKIX | FIDPX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 0.084 | -2.812 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.2M | 16.2B | 1% |
| Annual Yield % from dividends | 4.43 | 1.84 | 241% |
| Returns for 1 year | 1.85 | -0.97 | -191% |
| Returns for 3 years | 15.47 | -1.37 | -1,129% |
| Returns for 5 years | 28.38 | 8.69 | 327% |
| Returns for 10 years | N/A | 17.05 | - |
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