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IVFAX vs OANIX
IVFAX vs OANIX Comparison
Open Charts IVFAX vs OANIX
Federated Hermes Intl Strat Val Div A
Price$3.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets693.78M
Oakmark International Institutional
Price$27.15
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets14.76B
IVFAX vs OANIX Comparison Chart
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IVFAX vs. OANIX commentary
Feb 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 Buy and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.8B vs. IVFAX (694M). 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 : 10.77 vs. OANIX (6.00). IVFAX return over 5 years is better than : 25.41 vs. OANIX (22.22).
| 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 | 7.048 | 8.905 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 14.8B | 5% |
| Annual Yield % from dividends | 3.99 | 2.11 | 189% |
| Returns for 1 year | 10.77 | 6.00 | 180% |
| Returns for 3 years | 13.79 | 2.75 | 501% |
| Returns for 5 years | 25.41 | 22.22 | 114% |
| Returns for 10 years | 26.83 | N/A | - |
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