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IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
Federated Hermes Intl Strat Val Div C
Price$3.95
Change-$0.03 (-0.75%)
VolumeN/A
Net Assets717.26M
Oakmark International Institutional
Price$28.01
Change-$0.36 (-1.27%)
VolumeN/A
Net Assets14.74B
IVFCX vs OANIX Comparison Chart
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IVFCX vs. OANIX commentary
Mar 12, 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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.7B vs. IVFCX (717M). IVFCX pays higher dividends than OANIX: IVFCX (3.18) vs OANIX (2.55). IVFCX was incepted earlier than OANIX: IVFCX (17 years) vs OANIX (8 years). IVFCX (2.01) is less costly to investors than OANIX (0.81). IVFCX is a more actively managed with annual turnover of: 39.00 vs. OANIX (32.00). IVFCX has a lower initial minimum investment than OANIX: IVFCX (1500) vs OANIX (250000). IVFCX annual gain was more profitable for investors over the last year : 12.81 vs. OANIX (9.76). OANIX return over 5 years is better than : 69.53 vs. IVFCX (51.25).
| IVFCX | OANIX | IVFCX / OANIX | |
| Total Expense Ratio | 1.95 | 0.81 | 241% |
| Annual Report Gross Expense Ratio | 2.01 | 0.81 | 248% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 11.357 | 13.799 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 717M | 14.7B | 5% |
| Annual Yield % from dividends | 3.18 | 2.55 | 125% |
| Returns for 1 year | 12.81 | 9.76 | 131% |
| Returns for 3 years | 20.29 | 23.86 | 85% |
| Returns for 5 years | 51.25 | 69.53 | 74% |
| Returns for 10 years | 32.65 | N/A | - |
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