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IVFAX vs OANIX
IVFAX vs OANIX Comparison
Open Charts IVFAX vs OANIX
Federated Hermes Intl Strat Val Div A
Price$3.63
Change+$0.03 (+0.83%)
VolumeN/A
CapitalizationN/A
Oakmark International Institutional
Price$24.82
Change+$0.12 (+0.49%)
VolumeN/A
CapitalizationN/A
IVFAX vs OANIX Comparison Chart
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IVFAX vs. OANIX commentary
Dec 23, 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 Hold and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 16.2B vs. IVFAX (665M). IVFAX pays higher dividends than OANIX: IVFAX (3.99) vs OANIX (2.11). IVFAX was incepted earlier than OANIX: IVFAX (17 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 : 2.54 vs. OANIX (-4.23). IVFAX return over 5 years is better than : 19.74 vs. OANIX (7.27).
| IVFAX | OANIX | IVFAX / OANIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 1.713 | -4.800 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 16.2B | 4% |
| Annual Yield % from dividends | 3.99 | 2.11 | 189% |
| Returns for 1 year | 2.54 | -4.23 | -60% |
| Returns for 3 years | 11.93 | -4.37 | -273% |
| Returns for 5 years | 19.74 | 7.27 | 272% |
| Returns for 10 years | 21.17 | N/A | - |
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