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FIDPX vs OAKIX
FIDPX vs OAKIX Comparison
Open Charts FIDPX vs OAKIX
Federated Hermes Intl Dividend Strategy
Price$9.13
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets89.06M
Oakmark International Investor
Price$26.76
Change+$0.34 (+1.29%)
VolumeN/A
Net Assets15.48B
FIDPX vs OAKIX Comparison Chart
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FIDPX vs. OAKIX commentary
Jan 31, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 15.5B vs. FIDPX (89.1M). 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. OAKIX annual gain was more profitable for investors over the last year : 6.27 vs. FIDPX (4.98). FIDPX return over 5 years is better than : 28.27 vs. OAKIX (20.76).
| 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 | 5.731 | 6.997 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.1M | 15.5B | 1% |
| Annual Yield % from dividends | 4.43 | 1.84 | 241% |
| Returns for 1 year | 4.98 | 6.27 | 79% |
| Returns for 3 years | 14.92 | -1.63 | -912% |
| Returns for 5 years | 28.27 | 20.76 | 136% |
| Returns for 10 years | N/A | 22.93 | - |
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