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IVFIX vs OANIX
IVFIX vs OANIX Comparison
Open Charts IVFIX vs OANIX
Federated Hermes Intl Strat Val Div IS
Price$4.02
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Oakmark International Institutional
Price$26.88
Change-$0.43 (-1.57%)
VolumeN/A
CapitalizationN/A
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IVFIX vs OANIX Comparison Chart
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IVFIX vs. OANIX commentary
Sep 21, 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 StrongSell and OANIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 18.1B vs. IVFIX (742M). IVFIX pays higher dividends than OANIX: IVFIX (4.24) vs OANIX (2.11). IVFIX was incepted earlier than OANIX: IVFIX (16 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 : 16.55 vs. OANIX (6.70). IVFIX return over 5 years is better than : 42.52 vs. OANIX (22.05).
| IVFIX | OANIX | IVFIX / OANIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 11.841 | 0.411 | 2,882% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 18.1B | 4% |
| Annual Yield % from dividends | 4.24 | 2.11 | 201% |
| Returns for 1 year | 16.55 | 6.70 | 247% |
| Returns for 3 years | 23.62 | 1.18 | 2,009% |
| Returns for 5 years | 42.52 | 22.05 | 193% |
| Returns for 10 years | 26.70 | N/A | - |
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