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IVFAX vs OAKIX
IVFAX vs OAKIX Comparison
Open Charts IVFAX vs OAKIX
Federated Hermes Intl Strat Val Div A
Price$3.76
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$25.22
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
IVFAX vs OAKIX Comparison Chart
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IVFAX vs. OAKIX commentary
Nov 23, 2024
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: 16.9B vs. IVFAX (691M). IVFAX pays higher dividends than OAKIX: IVFAX (3.99) vs OAKIX (1.84). IVFAX was incepted earlier than OAKIX: IVFAX (16 years) vs OAKIX (32 years). IVFAX is a more actively managed with annual turnover of: 44.00 vs. OAKIX (27.00). OAKIX has a lower initial minimum investment than IVFAX: OAKIX (0) vs IVFAX (1500). IVFAX annual gain was more profitable for investors over the last year : 10.83 vs. OAKIX (1.26). IVFAX return over 5 years is better than : 28.07 vs. OAKIX (8.19).
| IVFAX | OAKIX | IVFAX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 5.162 | -6.036 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 691M | 16.9B | 4% |
| Annual Yield % from dividends | 3.99 | 1.84 | 216% |
| Returns for 1 year | 10.83 | 1.26 | 862% |
| Returns for 3 years | 16.88 | -9.16 | -184% |
| Returns for 5 years | 28.07 | 8.19 | 343% |
| Returns for 10 years | 18.78 | 7.28 | 258% |
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