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IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
Federated Hermes Intl Strat Val Div C
Price$4.05
Change+$0.04 (+1.00%)
VolumeN/A
Net Assets713.92M
Oakmark International Institutional
Price$26.39
Change+$0.21 (+0.80%)
VolumeN/A
Net Assets13.3B
IVFCX vs OANIX Comparison Chart
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IVFCX vs. OANIX commentary
Apr 19, 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: 13.3B vs. IVFCX (714M). IVFCX pays higher dividends than OANIX: IVFCX (3.06) vs OANIX (2.58). 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 : 21.34 vs. OANIX (5.19). OANIX return over 5 years is better than : 72.51 vs. IVFCX (60.49).
| 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 | 14.143 | 5.856 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 13.3B | 5% |
| Annual Yield % from dividends | 3.06 | 2.58 | 119% |
| Returns for 1 year | 21.34 | 5.19 | 411% |
| Returns for 3 years | 15.94 | 10.97 | 145% |
| Returns for 5 years | 60.49 | 72.51 | 83% |
| Returns for 10 years | 29.29 | N/A | - |
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