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IVFAX vs OAKIX
IVFAX vs OAKIX Comparison
Open Charts IVFAX vs OAKIX
Federated Hermes Intl Strat Val Div A
Price$4.44
Change+$0.02 (+0.45%)
VolumeN/A
Net Assets782.65M
Oakmark International Investor
Price$32.34
Change+$0.33 (+1.03%)
VolumeN/A
Net Assets14.56B
IVFAX vs OAKIX Comparison Chart in %
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IVFAX vs. OAKIX commentary
Oct 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 IVFAX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. IVFAX (783M). IVFAX pays higher dividends than OAKIX: IVFAX (3.40) vs OAKIX (1.95). IVFAX was incepted earlier than OAKIX: IVFAX (17 years) vs OAKIX (33 years). IVFAX (1.27) is less costly to investors than OAKIX (1.05). IVFAX is a more actively managed with annual turnover of: 39.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than IVFAX: OAKIX (0) vs IVFAX (1500). OAKIX annual gain was more profitable for investors over the last year : 20.88 vs. IVFAX (15.80). OAKIX return over 5 years is better than : 72.18 vs. IVFAX (65.52).
| IVFAX | OAKIX | IVFAX / OAKIX | |
| Total Expense Ratio | 1.11 | 1.05 | 106% |
| Annual Report Gross Expense Ratio | 1.27 | 1.05 | 121% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 25.629 | 29.308 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 14.6B | 5% |
| Annual Yield % from dividends | 3.40 | 1.95 | 174% |
| Returns for 1 year | 15.80 | 20.88 | 76% |
| Returns for 3 years | 53.85 | 62.90 | 86% |
| Returns for 5 years | 65.52 | 72.18 | 91% |
| Returns for 10 years | 62.01 | 55.09 | 113% |
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