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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-$0.00 (-0.00%)
VolumeN/A
Net Assets111.96M
Oakmark International Investor
Price$31.11
Change+$0.17 (+0.55%)
VolumeN/A
Net Assets14.09B
FIDPX vs OAKIX Comparison Chart in %
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FIDPX vs. OAKIX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. FIDPX (112M). FIDPX pays higher dividends than OAKIX: FIDPX (4.76) vs OAKIX (2.05). 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. FIDPX annual gain was more profitable for investors over the last year : 23.87 vs. OAKIX (22.21). FIDPX (59.08) and OAKIX (58.92) 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 | 29.714 | 24.390 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 14.1B | 1% |
| Annual Yield % from dividends | 4.76 | 2.05 | 233% |
| Returns for 1 year | 23.87 | 22.21 | 107% |
| Returns for 3 years | 50.45 | 37.52 | 134% |
| Returns for 5 years | 59.08 | 58.92 | 100% |
| Returns for 10 years | 71.99 | 38.96 | 185% |
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