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IVFCX vs OAKIX
IVFCX vs OAKIX Comparison
Open Charts IVFCX vs OAKIX
Federated Hermes Intl Strat Val Div C
Price$4.39
Change+$0.04 (+0.92%)
VolumeN/A
Net Assets786.69M
Oakmark International Investor
Price$31.28
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets14.09B
IVFCX vs OAKIX Comparison Chart in %
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IVFCX vs. OAKIX commentary
Aug 21, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. IVFCX (787M). IVFCX pays higher dividends than OAKIX: IVFCX (2.83) vs OAKIX (2.05). 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 : 19.93 vs. IVFCX (16.96). OAKIX return over 5 years is better than : 61.25 vs. IVFCX (54.30).
| 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 | 24.293 | 24.870 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 787M | 14.1B | 6% |
| Annual Yield % from dividends | 2.83 | 2.05 | 138% |
| Returns for 1 year | 16.96 | 19.93 | 85% |
| Returns for 3 years | 36.64 | 43.58 | 84% |
| Returns for 5 years | 54.30 | 61.25 | 89% |
| Returns for 10 years | 52.60 | 47.48 | 111% |
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