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IVFIX vs OANIX
IVFIX vs OANIX Comparison
Open Charts IVFIX vs OANIX
Federated Hermes Intl Strat Val Div IS
Price$4.48
Change-$0.02 (-0.44%)
VolumeN/A
Net Assets785.03M
Oakmark International Institutional
Price$30.79
Change-$0.14 (-0.45%)
VolumeN/A
Net Assets14.38B
IVFIX vs OANIX Comparison Chart in %
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IVFIX vs. OANIX commentary
Nov 20, 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: 14.4B vs. IVFIX (785M). IVFIX pays higher dividends than OANIX: IVFIX (3.80) vs OANIX (2.18). 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 (24.18) and IVFIX (23.40) have marching annual gain over last year. IVFIX return over 5 years is better than : 61.10 vs. OANIX (37.11).
| 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 | 27.915 | 23.506 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 785M | 14.4B | 5% |
| Annual Yield % from dividends | 3.80 | 2.18 | 174% |
| Returns for 1 year | 23.40 | 24.18 | 97% |
| Returns for 3 years | 46.45 | 37.87 | 123% |
| Returns for 5 years | 61.10 | 37.11 | 165% |
| Returns for 10 years | 66.43 | N/A | - |
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