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FIDPX vs OAKIX
FIDPX vs OAKIX Comparison
Open Charts FIDPX vs OAKIX
Federated Hermes Intl Dividend Strategy
Price$11.07
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets121.39M
Oakmark International Investor
Price$32.02
Change+$0.13 (+0.41%)
VolumeN/A
Net Assets14.23B
FIDPX vs OAKIX Comparison Chart in %
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FIDPX vs. OAKIX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.2B vs. FIDPX (121M). FIDPX pays higher dividends than OAKIX: FIDPX (4.34) vs OAKIX (1.93). 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 : 29.93 vs. OAKIX (26.76). FIDPX return over 5 years is better than : 57.08 vs. OAKIX (32.27).
| 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 | 33.538 | 28.029 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 14.2B | 1% |
| Annual Yield % from dividends | 4.34 | 1.93 | 224% |
| Returns for 1 year | 29.93 | 26.76 | 112% |
| Returns for 3 years | 48.90 | 37.24 | 131% |
| Returns for 5 years | 57.08 | 32.27 | 177% |
| Returns for 10 years | 88.36 | 50.68 | 174% |
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