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IVFIX vs OAKIX
IVFIX vs OAKIX Comparison
Open Charts IVFIX vs OAKIX
Federated Hermes Intl Strat Val Div IS
Price$4.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets781.71M
Oakmark International Investor
Price$30.71
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets14.33B
IVFIX vs OAKIX Comparison Chart in %
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IVFIX vs. OAKIX commentary
Sep 06, 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 IVFIX is a Buy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. IVFIX (782M). IVFIX pays higher dividends than OAKIX: IVFIX (3.60) vs OAKIX (1.99). IVFIX was incepted earlier than OAKIX: IVFIX (17 years) vs OAKIX (33 years). OAKIX (1.05) and IVFIX (1.01) have similar cost to investors . IVFIX is a more actively managed with annual turnover of: 39.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than IVFIX: OAKIX (0) vs IVFIX (1000000). OAKIX annual gain was more profitable for investors over the last year : 17.93 vs. IVFIX (14.45). IVFIX return over 5 years is better than : 64.56 vs. OAKIX (54.72).
| IVFIX | OAKIX | IVFIX / OAKIX | |
| Total Expense Ratio | 0.86 | 1.05 | 82% |
| Annual Report Gross Expense Ratio | 1.01 | 1.05 | 96% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 24.345 | 22.791 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 14.3B | 5% |
| Annual Yield % from dividends | 3.60 | 1.99 | 181% |
| Returns for 1 year | 14.45 | 17.93 | 81% |
| Returns for 3 years | 46.42 | 50.69 | 92% |
| Returns for 5 years | 64.56 | 54.72 | 118% |
| Returns for 10 years | 71.10 | 51.03 | 139% |