FIDPX
Price
$10.76
Change
-$0.02 (-0.19%)
Updated
Jul 25 closing price
Net Assets
110.31M
OAKIX
Price
$31.68
Change
+$0.01 (+0.03%)
Updated
Jul 25 closing price
Net Assets
14.37B
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FIDPX vs OAKIX

Header iconFIDPX vs OAKIX Comparison
Open Charts FIDPX vs OAKIXBanner chart's image
Federated Hermes Intl Dividend Strategy
Price$10.76
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets110.31M
Oakmark International Investor
Price$31.68
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets14.37B
FIDPX vs OAKIX Comparison Chart in %
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FIDPX vs. OAKIX commentary
Jul 27, 2025

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 Buy and OAKIX is a Buy.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. FIDPX (110M). FIDPX pays higher dividends than OAKIX: FIDPX (4.54) vs OAKIX (2.03). FIDPX was incepted earlier than OAKIX: FIDPX (10 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than FIDPX (0.38). FIDPX is a more actively managed with annual turnover of: 47.00 vs. OAKIX (32.00). FIDPX (0) and OAKIX (0) have matching initial minimum investment requirements. FIDPX (24.21) and OAKIX (23.13) have marching annual gain over last year. OAKIX return over 5 years is better than : 65.91 vs. FIDPX (61.66).
FIDPXOAKIXFIDPX / OAKIX
Total Expense Ratio0.001.05-
Annual Report Gross Expense Ratio0.381.0536%
Fund Existence10 years33 years-
Gain YTD28.13926.669106%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets110M14.4B1%
Annual Yield % from dividends4.542.03224%
Returns for 1 year24.2123.13105%
Returns for 3 years53.9146.36116%
Returns for 5 years61.6665.9194%
Returns for 10 years66.3239.43168%
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