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IVFAX vs OAKIX
IVFAX vs OAKIX Comparison
Open Charts IVFAX vs OAKIX
Federated Hermes Intl Strat Val Div A
Price$4.26
Change-$0.06 (-1.39%)
VolumeN/A
Net Assets774.51M
Oakmark International Investor
Price$31.09
Change-$0.59 (-1.86%)
VolumeN/A
Net Assets14.37B
IVFAX vs OAKIX Comparison Chart in %
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IVFAX vs. OAKIX commentary
Jul 29, 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: 14.4B vs. IVFAX (775M). IVFAX pays higher dividends than OAKIX: IVFAX (3.28) vs OAKIX (2.03). 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 : 19.79 vs. IVFAX (18.72). OAKIX return over 5 years is better than : 62.50 vs. IVFAX (57.58).
| 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 | 21.950 | 24.310 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 14.4B | 5% |
| Annual Yield % from dividends | 3.28 | 2.03 | 162% |
| Returns for 1 year | 18.72 | 19.79 | 95% |
| Returns for 3 years | 36.09 | 38.60 | 93% |
| Returns for 5 years | 57.58 | 62.50 | 92% |
| Returns for 10 years | 49.94 | 35.46 | 141% |
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