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IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
Federated Hermes Intl Strat Val Div C
Price$4.39
Change+$0.04 (+0.92%)
VolumeN/A
Net Assets786.69M
Oakmark International Institutional
Price$31.24
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets14.09B
IVFCX vs OANIX Comparison Chart in %
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IVFCX vs. OANIX commentary
Aug 21, 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: 14.1B vs. IVFCX (787M). IVFCX pays higher dividends than OANIX: IVFCX (2.83) vs OANIX (2.31). 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 : 20.22 vs. IVFCX (16.96). OANIX return over 5 years is better than : 62.72 vs. IVFCX (54.30).
| 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 | 24.293 | 25.070 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 787M | 14.1B | 6% |
| Annual Yield % from dividends | 2.83 | 2.31 | 123% |
| Returns for 1 year | 16.96 | 20.22 | 84% |
| Returns for 3 years | 36.64 | 44.23 | 83% |
| Returns for 5 years | 54.30 | 62.72 | 87% |
| Returns for 10 years | 52.60 | N/A | - |
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