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IVFCX vs OAKIX
IVFCX vs OAKIX Comparison
Open Charts IVFCX vs OAKIX
Federated Hermes Intl Strat Val Div C
Price$4.35
Change-$0.00 (-0.00%)
VolumeN/A
Net AssetsN/A
Oakmark International Investor
Price$31.56
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets14.33B
IVFCX vs OAKIX Comparison Chart in %
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IVFCX vs. OAKIX commentary
Sep 17, 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 IVFCX is a Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
IVFCX pays higher dividends than OAKIX: IVFCX (2.67) vs OAKIX (1.99). IVFCX was incepted earlier than OAKIX: IVFCX (17 years) vs OAKIX (33 years). IVFCX (2.01) is less costly to investors than OAKIX (1.05). IVFCX is a more actively managed with annual turnover of: 39.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than IVFCX: OAKIX (0) vs IVFCX (1500). OAKIX annual gain was more profitable for investors over the last year : 21.83 vs. IVFCX (12.52). OAKIX return over 5 years is better than : 58.40 vs. IVFCX (55.22).
| IVFCX | OAKIX | IVFCX / OAKIX | |
| Total Expense Ratio | 1.95 | 1.05 | 186% |
| Annual Report Gross Expense Ratio | 2.01 | 1.05 | 191% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 24.379 | 26.190 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 14.3B | - |
| Annual Yield % from dividends | 2.67 | 1.99 | 134% |
| Returns for 1 year | 12.52 | 21.83 | 57% |
| Returns for 3 years | 44.11 | 53.20 | 83% |
| Returns for 5 years | 55.22 | 58.40 | 95% |
| Returns for 10 years | 55.28 | 51.29 | 108% |
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