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IVFIX vs OANIX
IVFIX vs OANIX Comparison
Open Charts IVFIX vs OANIX
Federated Hermes Intl Strat Val Div IS
Price$3.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets693.78M
Oakmark International Institutional
Price$27.15
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets14.76B
IVFIX vs OANIX Comparison Chart
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IVFIX vs. OANIX commentary
Feb 23, 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: 14.8B vs. IVFIX (694M). IVFIX pays higher dividends than OANIX: IVFIX (4.24) vs OANIX (2.11). IVFIX was incepted earlier than OANIX: IVFIX (17 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 : 11.01 vs. OANIX (6.00). IVFIX return over 5 years is better than : 26.91 vs. OANIX (22.22).
| IVFIX | OANIX | IVFIX / OANIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 7.344 | 8.905 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 14.8B | 5% |
| Annual Yield % from dividends | 4.24 | 2.11 | 201% |
| Returns for 1 year | 11.01 | 6.00 | 184% |
| Returns for 3 years | 14.60 | 2.75 | 530% |
| Returns for 5 years | 26.91 | 22.22 | 121% |
| Returns for 10 years | 29.27 | N/A | - |
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