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IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
Federated Hermes Intl Strat Val Div C
Price$4.35
Change-$0.02 (-0.46%)
VolumeN/A
Net Assets782.79M
Oakmark International Institutional
Price$32.01
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets14.56B
IVFCX vs OANIX Comparison Chart in %
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IVFCX vs. OANIX commentary
Oct 08, 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 Hold and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.6B vs. IVFCX (783M). IVFCX pays higher dividends than OANIX: IVFCX (2.67) vs OANIX (2.20). 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 : 19.48 vs. IVFCX (15.34). OANIX return over 5 years is better than : 63.63 vs. IVFCX (56.33).
| 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 | 25.212 | 28.400 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 14.6B | 5% |
| Annual Yield % from dividends | 2.67 | 2.20 | 122% |
| Returns for 1 year | 15.34 | 19.48 | 79% |
| Returns for 3 years | 57.48 | 71.43 | 80% |
| Returns for 5 years | 56.33 | 63.63 | 89% |
| Returns for 10 years | 50.18 | N/A | - |
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