Interact to see
Advertisement
Advertisement
IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
Federated Hermes Intl Strat Val Div C
Price$4.21
Change-$0.05 (-1.17%)
VolumeN/A
Net Assets764.72M
Oakmark International Institutional
Price$30.83
Change-$0.20 (-0.64%)
VolumeN/A
Net Assets14.37B
IVFCX vs OANIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVFCX vs. OANIX commentary
Jul 30, 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 Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.4B vs. IVFCX (765M). IVFCX pays higher dividends than OANIX: IVFCX (2.57) vs OANIX (2.29). 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 : 20.87 vs. IVFCX (16.65). OANIX return over 5 years is better than : 67.57 vs. IVFCX (51.80).
| 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 | 20.044 | 24.469 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 14.4B | 5% |
| Annual Yield % from dividends | 2.57 | 2.29 | 113% |
| Returns for 1 year | 16.65 | 20.87 | 80% |
| Returns for 3 years | 31.22 | 39.12 | 80% |
| Returns for 5 years | 51.80 | 67.57 | 77% |
| Returns for 10 years | 38.94 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement