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IVFIX vs OANIX
IVFIX vs OANIX Comparison
Open Charts IVFIX vs OANIX
Federated Hermes Intl Strat Val Div IS
Price$4.34
Change-$0.03 (-0.69%)
VolumeN/A
Net Assets771.41M
Oakmark International Institutional
Price$31.02
Change-$0.39 (-1.24%)
VolumeN/A
Net Assets14.33B
IVFIX vs OANIX Comparison Chart in %
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IVFIX vs. OANIX commentary
Sep 26, 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 Hold and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.3B vs. IVFIX (771M). 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 : 18.70 vs. IVFIX (12.77). OANIX return over 5 years is better than : 72.40 vs. IVFIX (68.32).
| 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 | 24.061 | 25.993 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 14.3B | 5% |
| Annual Yield % from dividends | 3.60 | 2.24 | 161% |
| Returns for 1 year | 12.77 | 18.70 | 68% |
| Returns for 3 years | 58.72 | 69.34 | 85% |
| Returns for 5 years | 68.32 | 72.40 | 94% |
| Returns for 10 years | 73.18 | N/A | - |
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