Ad is loading...
IVFAX vs OAKIX
IVFAX vs OAKIX Comparison
Open Charts IVFAX vs OAKIX
Federated Hermes Intl Strat Val Div A
Price$4.18
Change+$0.02 (+0.48%)
VolumeN/A
Net Assets764.62M
Oakmark International Investor
Price$28.49
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
IVFAX vs OAKIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVFAX vs. OAKIX commentary
May 11, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. IVFAX (765M). IVFAX pays higher dividends than OAKIX: IVFAX (3.49) vs OAKIX (2.21). 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). IVFAX annual gain was more profitable for investors over the last year : 16.79 vs. OAKIX (7.95). OAKIX return over 5 years is better than : 79.44 vs. IVFAX (67.10).
| 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 | 16.788 | 13.914 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 13.5B | 6% |
| Annual Yield % from dividends | 3.49 | 2.21 | 158% |
| Returns for 1 year | 16.79 | 7.95 | 211% |
| Returns for 3 years | 29.44 | 28.49 | 103% |
| Returns for 5 years | 67.10 | 79.44 | 84% |
| Returns for 10 years | 39.72 | 21.44 | 185% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers