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IVFIX vs OANIX
IVFIX vs OANIX Comparison
Open Charts IVFIX vs OANIX
Federated Hermes Intl Strat Val Div IS
Price$4.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets781.71M
Oakmark International Institutional
Price$30.67
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets14.33B
IVFIX vs OANIX Comparison Chart in %
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IVFIX vs. OANIX 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 OANIX is a Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.3B vs. IVFIX (782M). IVFIX pays higher dividends than OANIX: IVFIX (3.60) vs OANIX (2.24). IVFIX was incepted earlier than OANIX: IVFIX (17 years) vs OANIX (9 years). IVFIX (1.01) is less costly to investors than OANIX (0.81). IVFIX is a more actively managed with annual turnover of: 39.00 vs. OANIX (32.00). OANIX has a lower initial minimum investment than IVFIX: OANIX (250000) vs IVFIX (1000000). OANIX annual gain was more profitable for investors over the last year : 17.33 vs. IVFIX (14.45). IVFIX return over 5 years is better than : 64.56 vs. OANIX (56.11).
| IVFIX | OANIX | IVFIX / OANIX | |
| Total Expense Ratio | 0.86 | 0.81 | 106% |
| Annual Report Gross Expense Ratio | 1.01 | 0.81 | 125% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 24.345 | 23.024 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 14.3B | 5% |
| Annual Yield % from dividends | 3.60 | 2.24 | 161% |
| Returns for 1 year | 14.45 | 17.33 | 83% |
| Returns for 3 years | 46.42 | 50.92 | 91% |
| Returns for 5 years | 64.56 | 56.11 | 115% |
| Returns for 10 years | 71.10 | N/A | - |