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IVFAX vs OANIX
IVFAX vs OANIX Comparison
Open Charts IVFAX vs OANIX
Federated Hermes Intl Strat Val Div A
Price$4.10
Change+$0.04 (+0.99%)
VolumeN/A
Net Assets713.92M
Oakmark International Institutional
Price$26.39
Change+$0.21 (+0.80%)
VolumeN/A
Net Assets13.3B
IVFAX vs OANIX Comparison Chart
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IVFAX vs. OANIX commentary
Apr 18, 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: 13.3B vs. IVFAX (714M). IVFAX pays higher dividends than OANIX: IVFAX (3.79) vs OANIX (2.58). 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 : 20.83 vs. OANIX (5.19). OANIX return over 5 years is better than : 72.51 vs. IVFAX (65.12).
| 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 | 13.067 | 5.856 | 223% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 13.3B | 5% |
| Annual Yield % from dividends | 3.79 | 2.58 | 147% |
| Returns for 1 year | 20.83 | 5.19 | 401% |
| Returns for 3 years | 17.63 | 10.97 | 161% |
| Returns for 5 years | 65.12 | 72.51 | 90% |
| Returns for 10 years | 36.40 | N/A | - |
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