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IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
Federated Hermes Intl Strat Val Div C
Price$4.28
Change-$0.01 (-0.23%)
VolumeN/A
Net Assets776.17M
Oakmark International Institutional
Price$30.80
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets14.37B
IVFCX vs OANIX Comparison Chart in %
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IVFCX vs. OANIX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.4B vs. IVFCX (776M). IVFCX pays higher dividends than OANIX: IVFCX (2.57) vs OANIX (2.29). 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). IVFCX annual gain was more profitable for investors over the last year : 23.25 vs. OANIX (21.08). OANIX return over 5 years is better than : 68.54 vs. IVFCX (58.71).
| 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 | 22.040 | 23.546 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 14.4B | 5% |
| Annual Yield % from dividends | 2.57 | 2.29 | 113% |
| Returns for 1 year | 23.25 | 21.08 | 110% |
| Returns for 3 years | 33.85 | 41.85 | 81% |
| Returns for 5 years | 58.71 | 68.54 | 86% |
| Returns for 10 years | 44.03 | N/A | - |
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