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IVFAX vs OANIX
IVFAX vs OANIX Comparison
Open Charts IVFAX vs OANIX
Federated Hermes Intl Strat Val Div A
Price$4.29
Change+$0.02 (+0.47%)
VolumeN/A
Net Assets788.98M
Oakmark International Institutional
Price$29.61
Change+$0.30 (+1.02%)
VolumeN/A
Net Assets14.15B
IVFAX vs OANIX Comparison Chart
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IVFAX vs. OANIX commentary
Jun 05, 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: 14.1B vs. IVFAX (789M). IVFAX pays higher dividends than OANIX: IVFAX (3.46) vs OANIX (2.35). 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). IVFAX annual gain was more profitable for investors over the last year : 19.49 vs. OANIX (12.73). IVFAX return over 5 years is better than : 58.24 vs. OANIX (53.70).
| 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 | 20.211 | 18.773 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 14.1B | 6% |
| Annual Yield % from dividends | 3.46 | 2.35 | 147% |
| Returns for 1 year | 19.49 | 12.73 | 153% |
| Returns for 3 years | 26.20 | 23.37 | 112% |
| Returns for 5 years | 58.24 | 53.70 | 108% |
| Returns for 10 years | 49.33 | N/A | - |
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