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IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
Federated Hermes Intl Strat Val Div C
Price$3.70
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Oakmark International Institutional
Price$25.44
Change+$0.10 (+0.39%)
VolumeN/A
CapitalizationN/A
IVFCX vs OANIX Comparison Chart
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IVFCX vs. OANIX commentary
Nov 18, 2024
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: 16.9B vs. IVFCX (690M). IVFCX pays higher dividends than OANIX: IVFCX (3.25) vs OANIX (2.11). IVFCX was incepted earlier than OANIX: IVFCX (16 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). IVFCX annual gain was more profitable for investors over the last year : 10.42 vs. OANIX (3.43). IVFCX return over 5 years is better than : 22.23 vs. OANIX (9.05).
| IVFCX | OANIX | IVFCX / OANIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 3.947 | -4.968 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 690M | 16.9B | 4% |
| Annual Yield % from dividends | 3.25 | 2.11 | 154% |
| Returns for 1 year | 10.42 | 3.43 | 304% |
| Returns for 3 years | 12.57 | -10.84 | -116% |
| Returns for 5 years | 22.23 | 9.05 | 246% |
| Returns for 10 years | 11.34 | N/A | - |
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