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IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
Federated Hermes Intl Strat Val Div C
Price$3.75
Change+$0.03 (+0.81%)
VolumeN/A
Net Assets684.01M
Oakmark International Institutional
Price$26.69
Change+$0.35 (+1.33%)
VolumeN/A
Net Assets15.48B
IVFCX vs OANIX Comparison Chart
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IVFCX vs. OANIX commentary
Jan 31, 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 StrongBuy and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 15.5B vs. IVFCX (684M). IVFCX pays higher dividends than OANIX: IVFCX (3.25) vs OANIX (2.11). IVFCX was incepted earlier than OANIX: IVFCX (17 years) vs OANIX (8 years). IVFCX is a more actively managed with annual turnover of: 44.00 vs. OANIX (27.00). IVFCX has a lower initial minimum investment than OANIX: IVFCX (1500) vs OANIX (250000). OANIX (6.55) and IVFCX (6.53) have marching annual gain over last year. OANIX return over 5 years is better than : 21.84 vs. IVFCX (18.82).
| IVFCX | OANIX | IVFCX / OANIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 4.269 | 7.060 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 684M | 15.5B | 4% |
| Annual Yield % from dividends | 3.25 | 2.11 | 154% |
| Returns for 1 year | 6.53 | 6.55 | 100% |
| Returns for 3 years | 8.16 | -1.20 | -682% |
| Returns for 5 years | 18.82 | 21.84 | 86% |
| Returns for 10 years | 18.77 | N/A | - |
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