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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-$0.02 (-0.46%)
VolumeN/A
Net Assets782.79M
Oakmark International Investor
Price$32.05
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets14.56B
IVFCX vs OAKIX Comparison Chart in %
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IVFCX vs. OAKIX commentary
Oct 08, 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 Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. IVFCX (783M). IVFCX pays higher dividends than OAKIX: IVFCX (2.67) vs OAKIX (1.95). 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 : 19.18 vs. IVFCX (15.34). OAKIX return over 5 years is better than : 62.16 vs. IVFCX (56.33).
| 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 | 25.212 | 28.149 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 14.6B | 5% |
| Annual Yield % from dividends | 2.67 | 1.95 | 137% |
| Returns for 1 year | 15.34 | 19.18 | 80% |
| Returns for 3 years | 57.48 | 70.76 | 81% |
| Returns for 5 years | 56.33 | 62.16 | 91% |
| Returns for 10 years | 50.18 | 48.43 | 104% |
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