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IVFAX vs OAKIX
IVFAX vs OAKIX Comparison
Open Charts IVFAX vs OAKIX
Federated Hermes Intl Strat Val Div A
Price$4.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets781.71M
Oakmark International Investor
Price$31.03
Change+$0.32 (+1.04%)
VolumeN/A
Net Assets14.33B
IVFAX vs OAKIX Comparison Chart in %
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IVFAX vs. OAKIX commentary
Sep 06, 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 Buy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. IVFAX (782M). IVFAX pays higher dividends than OAKIX: IVFAX (3.38) vs OAKIX (1.99). 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 : 18.23 vs. IVFAX (13.91). IVFAX return over 5 years is better than : 62.21 vs. OAKIX (56.33).
| 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 | 23.866 | 24.070 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 14.3B | 5% |
| Annual Yield % from dividends | 3.38 | 1.99 | 170% |
| Returns for 1 year | 13.91 | 18.23 | 76% |
| Returns for 3 years | 46.76 | 51.83 | 90% |
| Returns for 5 years | 62.21 | 56.33 | 110% |
| Returns for 10 years | 63.75 | 49.01 | 130% |
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