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IVFIX vs OANIX
IVFIX vs OANIX Comparison
Open Charts IVFIX vs OANIX
Federated Hermes Intl Strat Val Div IS
Price$3.85
Change+$0.07 (+1.85%)
VolumeN/A
Net Assets664.71M
Oakmark International Institutional
Price$25.76
Change+$1.84 (+7.69%)
VolumeN/A
Net Assets13.3B
IVFIX vs OANIX Comparison Chart
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IVFIX vs. OANIX commentary
Apr 11, 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: 13.3B vs. IVFIX (665M). IVFIX pays higher dividends than OANIX: IVFIX (4.01) vs OANIX (2.58). IVFIX was incepted earlier than OANIX: IVFIX (17 years) vs OANIX (8 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 : 8.43 vs. OANIX (-1.49). OANIX return over 5 years is better than : 65.86 vs. IVFIX (56.12).
| 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 | 8 years | - |
| Gain YTD | 5.329 | 3.329 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 13.3B | 5% |
| Annual Yield % from dividends | 4.01 | 2.58 | 156% |
| Returns for 1 year | 8.43 | -1.49 | -566% |
| Returns for 3 years | 9.46 | 7.41 | 128% |
| Returns for 5 years | 56.12 | 65.86 | 85% |
| Returns for 10 years | 29.74 | N/A | - |
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