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IVFAX vs OANIX
IVFAX vs OANIX Comparison
Open Charts IVFAX vs OANIX
Federated Hermes Intl Strat Val Div A
Price$4.44
Change+$0.02 (+0.45%)
VolumeN/A
Net Assets782.65M
Oakmark International Institutional
Price$32.29
Change+$0.32 (+1.00%)
VolumeN/A
Net Assets14.56B
IVFAX vs OANIX Comparison Chart in %
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IVFAX vs. OANIX 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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.6B vs. IVFAX (783M). IVFAX pays higher dividends than OANIX: IVFAX (3.40) vs OANIX (2.20). IVFAX was incepted earlier than OANIX: IVFAX (17 years) vs OANIX (9 years). IVFAX (1.27) is less costly to investors than OANIX (0.81). IVFAX is a more actively managed with annual turnover of: 39.00 vs. OANIX (32.00). IVFAX has a lower initial minimum investment than OANIX: IVFAX (1500) vs OANIX (250000). OANIX annual gain was more profitable for investors over the last year : 21.14 vs. IVFAX (15.80). OANIX return over 5 years is better than : 73.76 vs. IVFAX (65.52).
| IVFAX | OANIX | IVFAX / OANIX | |
| Total Expense Ratio | 1.11 | 0.81 | 137% |
| Annual Report Gross Expense Ratio | 1.27 | 0.81 | 157% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 25.629 | 29.523 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 14.6B | 5% |
| Annual Yield % from dividends | 3.40 | 2.20 | 155% |
| Returns for 1 year | 15.80 | 21.14 | 75% |
| Returns for 3 years | 53.85 | 63.49 | 85% |
| Returns for 5 years | 65.52 | 73.76 | 89% |
| Returns for 10 years | 62.01 | N/A | - |
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