Ad is loading...
FIDPX vs OAKIX
FIDPX vs OAKIX Comparison
Open Charts FIDPX vs OAKIX
Federated Hermes Intl Dividend Strategy
Price$10.20
Change+$0.07 (+0.69%)
VolumeN/A
Net Assets98.95M
Oakmark International Investor
Price$26.45
Change+$0.21 (+0.80%)
VolumeN/A
Net Assets13.3B
FIDPX vs OAKIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIDPX vs. OAKIX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.3B vs. FIDPX (98.9M). FIDPX pays higher dividends than OAKIX: FIDPX (5.53) vs OAKIX (2.28). 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 : 21.96 vs. OAKIX (4.96). FIDPX return over 5 years is better than : 76.05 vs. OAKIX (70.96).
| 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 | 18.512 | 5.758 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.9M | 13.3B | 1% |
| Annual Yield % from dividends | 5.53 | 2.28 | 242% |
| Returns for 1 year | 21.96 | 4.96 | 443% |
| Returns for 3 years | 27.52 | 10.50 | 262% |
| Returns for 5 years | 76.05 | 70.96 | 107% |
| Returns for 10 years | 49.25 | 13.37 | 368% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HYD | 49.92 | 0.12 | +0.24% |
| VanEck High Yield Muni ETF | |||
| NVBW | 29.80 | 0.07 | +0.22% |
| AllianzIM U.S. Large Cp Buffer20 Nov ETF | |||
| IGLD | 21.91 | N/A | N/A |
| FT Vest Gold Strategy Trgt Inc ETF | |||
| LOPP | 25.70 | N/A | N/A |
| Gabelli Love Our Planet & People ETF | |||
| FLCO | 21.09 | -0.03 | -0.17% |
| Franklin Investment Grade Corporate ETF | |||