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FIDPX vs OAKIX
FIDPX vs OAKIX Comparison
Open Charts FIDPX vs OAKIX
Federated Hermes Intl Dividend Strategy
Price$10.85
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets108.62M
Oakmark International Investor
Price$30.92
Change+$0.33 (+1.08%)
VolumeN/A
Net Assets14.37B
FIDPX vs OAKIX Comparison Chart in %
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FIDPX vs. OAKIX commentary
Jul 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 Hold and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. FIDPX (109M). 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 annual gain was more profitable for investors over the last year : 29.03 vs. OAKIX (22.98). FIDPX (69.14) and OAKIX (67.39) 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 | 10 years | 33 years | - |
| Gain YTD | 29.448 | 23.631 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 14.4B | 1% |
| Annual Yield % from dividends | 4.54 | 2.03 | 224% |
| Returns for 1 year | 29.03 | 22.98 | 126% |
| Returns for 3 years | 52.09 | 41.53 | 125% |
| Returns for 5 years | 69.14 | 67.39 | 103% |
| Returns for 10 years | 66.77 | 34.66 | 193% |
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