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IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
Federated Hermes Intl Strat Val Div C
Price$4.41
Change-$0.02 (-0.45%)
VolumeN/A
Net Assets788.63M
Oakmark International Institutional
Price$30.79
Change-$0.14 (-0.45%)
VolumeN/A
Net Assets14.38B
IVFCX vs OANIX Comparison Chart in %
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IVFCX vs. OANIX 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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.4B vs. IVFCX (789M). IVFCX pays higher dividends than OANIX: IVFCX (2.84) vs OANIX (2.18). IVFCX was incepted earlier than OANIX: IVFCX (17 years) vs OANIX (9 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). OANIX annual gain was more profitable for investors over the last year : 24.11 vs. IVFCX (22.40). IVFCX return over 5 years is better than : 54.03 vs. OANIX (38.43).
| 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 | 9 years | - |
| Gain YTD | 27.171 | 24.067 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 14.4B | 5% |
| Annual Yield % from dividends | 2.84 | 2.18 | 130% |
| Returns for 1 year | 22.40 | 24.11 | 93% |
| Returns for 3 years | 42.60 | 38.49 | 111% |
| Returns for 5 years | 54.03 | 38.43 | 141% |
| Returns for 10 years | 53.78 | N/A | - |
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