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FIDPX vs OAKIX
FIDPX vs OAKIX Comparison
Open Charts FIDPX vs OAKIX
Federated Hermes Intl Dividend Strategy
Price$10.75
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets115.19M
Oakmark International Investor
Price$31.65
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets14.33B
FIDPX vs OAKIX Comparison Chart in %
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FIDPX vs. OAKIX commentary
Sep 19, 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 Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. FIDPX (115M). FIDPX pays higher dividends than OAKIX: FIDPX (4.60) vs OAKIX (1.99). FIDPX was incepted earlier than OAKIX: FIDPX (11 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. OAKIX annual gain was more profitable for investors over the last year : 20.99 vs. FIDPX (17.05). OAKIX (61.60) and FIDPX (59.76) have equivalent 5 years return.
| FIDPX | OAKIX | FIDPX / OAKIX | |
| Total Expense Ratio | 0.00 | 1.05 | - |
| Annual Report Gross Expense Ratio | 0.38 | 1.05 | 36% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 29.572 | 26.549 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 14.3B | 1% |
| Annual Yield % from dividends | 4.60 | 1.99 | 231% |
| Returns for 1 year | 17.05 | 20.99 | 81% |
| Returns for 3 years | 58.54 | 52.43 | 112% |
| Returns for 5 years | 59.76 | 61.60 | 97% |
| Returns for 10 years | 79.29 | 52.67 | 151% |
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