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IVFAX vs OANIX
IVFAX vs OANIX Comparison
Open Charts IVFAX vs OANIX
Federated Hermes Intl Strat Val Div A
Price$3.73
Change-$0.02 (-0.53%)
VolumeN/A
CapitalizationN/A
Oakmark International Institutional
Price$25.09
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
IVFAX vs OANIX Comparison Chart
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IVFAX vs. OANIX commentary
Nov 14, 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 Sell and OANIX is a StrongSell.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 16.9B vs. IVFAX (692M). IVFAX pays higher dividends than OANIX: IVFAX (3.99) vs OANIX (2.11). IVFAX was incepted earlier than OANIX: IVFAX (16 years) vs OANIX (8 years). IVFAX is a more actively managed with annual turnover of: 44.00 vs. OANIX (27.00). IVFAX has a lower initial minimum investment than OANIX: IVFAX (1500) vs OANIX (250000). IVFAX annual gain was more profitable for investors over the last year : 10.85 vs. OANIX (2.17). IVFAX return over 5 years is better than : 27.37 vs. OANIX (7.55).
| IVFAX | OANIX | IVFAX / OANIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 4.882 | -6.276 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 692M | 16.9B | 4% |
| Annual Yield % from dividends | 3.99 | 2.11 | 189% |
| Returns for 1 year | 10.85 | 2.17 | 499% |
| Returns for 3 years | 14.35 | -11.95 | -120% |
| Returns for 5 years | 27.37 | 7.55 | 363% |
| Returns for 10 years | 19.60 | N/A | - |
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