IVFIX
Price
$3.64
Change
-$0.00 (-0.00%)
Updated
Dec 24 closing price
OANIX
Price
$24.86
Change
+$0.10 (+0.40%)
Updated
Dec 24 closing price
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IVFIX vs OANIX

Header iconIVFIX vs OANIX Comparison
Open Charts IVFIX vs OANIXBanner chart's image
Federated Hermes Intl Strat Val Div IS
Price$3.64
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Oakmark International Institutional
Price$24.86
Change+$0.10 (+0.40%)
VolumeN/A
CapitalizationN/A
IVFIX vs OANIX Comparison Chart
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IVFIX vs. OANIX commentary
Dec 25, 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 IVFIX is a Buy and OANIX is a Hold.

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FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 16.2B vs. IVFIX (665M). IVFIX pays higher dividends than OANIX: IVFIX (4.24) vs OANIX (2.11). IVFIX was incepted earlier than OANIX: IVFIX (17 years) vs OANIX (8 years). IVFIX is a more actively managed with annual turnover of: 44.00 vs. OANIX (27.00). OANIX has a lower initial minimum investment than IVFIX: OANIX (250000) vs IVFIX (1000000). IVFIX annual gain was more profitable for investors over the last year : 2.52 vs. OANIX (-4.21). IVFIX return over 5 years is better than : 21.54 vs. OANIX (6.84).
IVFIXOANIXIVFIX / OANIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence17 years8 years-
Gain YTD1.943-5.030-39%
Front LoadN/AN/A-
Min. Initial Investment1000000250000400%
Min. Initial Investment IRAN/AN/A-
Net Assets665M16.2B4%
Annual Yield % from dividends4.242.11201%
Returns for 1 year2.52-4.21-60%
Returns for 3 years11.52-6.59-175%
Returns for 5 years21.546.84315%
Returns for 10 years23.72N/A-
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