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FIDPX vs OAKIX
FIDPX vs OAKIX Comparison
Open Charts FIDPX vs OAKIX
Federated Hermes Intl Dividend Strategy
Price$9.35
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets92.09M
Oakmark International Investor
Price$27.26
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets14.74B
FIDPX vs OAKIX Comparison Chart
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FIDPX vs. OAKIX commentary
Mar 03, 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 StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.7B vs. FIDPX (92.1M). 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 : 9.17 vs. OAKIX (6.93). FIDPX return over 5 years is better than : 42.58 vs. OAKIX (35.34).
| 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 | 8.649 | 8.996 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.1M | 14.7B | 1% |
| Annual Yield % from dividends | 4.43 | 1.84 | 241% |
| Returns for 1 year | 9.17 | 6.93 | 132% |
| Returns for 3 years | 22.76 | 11.83 | 192% |
| Returns for 5 years | 42.58 | 35.34 | 120% |
| Returns for 10 years | 33.16 | 18.87 | 176% |
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