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IVFAX vs OANIX
IVFAX vs OANIX Comparison
Open Charts IVFAX vs OANIX
Federated Hermes Intl Strat Val Div A
Price$3.70
Change-$0.02 (-0.54%)
VolumeN/A
Net Assets677.61M
Oakmark International Institutional
Price$25.68
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets15.48B
IVFAX vs OANIX Comparison Chart
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IVFAX vs. OANIX commentary
Jan 23, 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: 15.5B vs. IVFAX (678M). 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 : 5.34 vs. OANIX (3.16). IVFAX return over 5 years is better than : 19.82 vs. OANIX (14.02).
| 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 | 2.210 | 3.008 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 15.5B | 4% |
| Annual Yield % from dividends | 3.99 | 2.11 | 189% |
| Returns for 1 year | 5.34 | 3.16 | 169% |
| Returns for 3 years | 9.57 | -5.44 | -176% |
| Returns for 5 years | 19.82 | 14.02 | 141% |
| Returns for 10 years | 24.04 | N/A | - |
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