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IVFAX vs OANIX
IVFAX vs OANIX Comparison
Open Charts IVFAX vs OANIX
Federated Hermes Intl Strat Val Div A
Price$4.18
Change+$0.02 (+0.48%)
VolumeN/A
Net Assets764.62M
Oakmark International Institutional
Price$28.43
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
IVFAX vs OANIX Comparison Chart
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IVFAX vs. OANIX 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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 13.5B vs. IVFAX (765M). IVFAX pays higher dividends than OANIX: IVFAX (3.49) vs OANIX (2.50). IVFAX was incepted earlier than OANIX: IVFAX (17 years) vs OANIX (8 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). IVFAX annual gain was more profitable for investors over the last year : 16.79 vs. OANIX (8.24). OANIX return over 5 years is better than : 81.10 vs. IVFAX (67.10).
| 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 | 8 years | - |
| Gain YTD | 16.788 | 14.039 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 13.5B | 6% |
| Annual Yield % from dividends | 3.49 | 2.50 | 140% |
| Returns for 1 year | 16.79 | 8.24 | 204% |
| Returns for 3 years | 29.44 | 29.01 | 101% |
| Returns for 5 years | 67.10 | 81.10 | 83% |
| Returns for 10 years | 39.72 | N/A | - |
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