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IVFIX vs OANIX
IVFIX vs OANIX Comparison
Open Charts IVFIX vs OANIX
Federated Hermes Intl Strat Val Div IS
Price$4.30
Change+$0.02 (+0.47%)
VolumeN/A
Net Assets787.55M
Oakmark International Institutional
Price$29.87
Change+$0.55 (+1.88%)
VolumeN/A
Net Assets14.15B
IVFIX vs OANIX Comparison Chart in %
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IVFIX vs. OANIX commentary
Jun 25, 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 Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.1B vs. IVFIX (788M). IVFIX pays higher dividends than OANIX: IVFIX (3.68) vs OANIX (2.35). 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). IVFIX annual gain was more profitable for investors over the last year : 21.70 vs. OANIX (17.33). OANIX (66.42) and IVFIX (65.62) have equivalent 5 years return.
| 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 | 20.609 | 19.815 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 14.1B | 6% |
| Annual Yield % from dividends | 3.68 | 2.35 | 156% |
| Returns for 1 year | 21.70 | 17.33 | 125% |
| Returns for 3 years | 35.24 | 35.37 | 100% |
| Returns for 5 years | 65.62 | 66.42 | 99% |
| Returns for 10 years | 48.67 | N/A | - |
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