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IVFAX vs OANIX
IVFAX vs OANIX Comparison
Open Charts IVFAX vs OANIX
Federated Hermes Intl Strat Val Div A
Price$4.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets781.71M
Oakmark International Institutional
Price$30.67
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets14.33B
IVFAX vs OANIX Comparison Chart in %
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IVFAX vs. OANIX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.3B vs. IVFAX (782M). IVFAX pays higher dividends than OANIX: IVFAX (3.38) vs OANIX (2.24). 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). OANIX annual gain was more profitable for investors over the last year : 17.33 vs. IVFAX (13.91). IVFAX return over 5 years is better than : 62.21 vs. OANIX (56.11).
| 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 | 23.866 | 23.024 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 14.3B | 5% |
| Annual Yield % from dividends | 3.38 | 2.24 | 151% |
| Returns for 1 year | 13.91 | 17.33 | 80% |
| Returns for 3 years | 46.76 | 50.92 | 92% |
| Returns for 5 years | 62.21 | 56.11 | 111% |
| Returns for 10 years | 63.75 | N/A | - |
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