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IVFCX vs OAKIX
IVFCX vs OAKIX Comparison
Open Charts IVFCX vs OAKIX
Federated Hermes Intl Strat Val Div C
Price$4.41
Change-$0.02 (-0.45%)
VolumeN/A
Net Assets788.63M
Oakmark International Investor
Price$30.96
Change-$0.64 (-2.03%)
VolumeN/A
Net Assets14.38B
IVFCX vs OAKIX Comparison Chart in %
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IVFCX vs. OAKIX commentary
Nov 20, 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: 14.4B vs. IVFCX (789M). IVFCX pays higher dividends than OAKIX: IVFCX (2.84) vs OAKIX (1.94). 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 : 23.81 vs. IVFCX (22.40). IVFCX return over 5 years is better than : 54.03 vs. OAKIX (37.14).
| 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 | 27.171 | 23.790 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 14.4B | 5% |
| Annual Yield % from dividends | 2.84 | 1.94 | 147% |
| Returns for 1 year | 22.40 | 23.81 | 94% |
| Returns for 3 years | 42.60 | 37.91 | 112% |
| Returns for 5 years | 54.03 | 37.14 | 145% |
| Returns for 10 years | 53.78 | 45.38 | 119% |
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