Interact to see
Advertisement
Advertisement
IVFLX vs OAKIX
IVFLX vs OAKIX Comparison
Open Charts IVFLX vs OAKIX
Federated Hermes Intl Strat Val Div R6
Price$4.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets781.71M
Oakmark International Investor
Price$31.03
Change+$0.32 (+1.04%)
VolumeN/A
Net Assets14.33B
IVFLX vs OAKIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVFLX vs. OAKIX commentary
Sep 08, 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 IVFLX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. IVFLX (782M). IVFLX pays higher dividends than OAKIX: IVFLX (3.62) vs OAKIX (1.99). IVFLX was incepted earlier than OAKIX: IVFLX (9 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than IVFLX (0.93). IVFLX is a more actively managed with annual turnover of: 39.00 vs. OAKIX (32.00). IVFLX (0) and OAKIX (0) have matching initial minimum investment requirements. OAKIX annual gain was more profitable for investors over the last year : 18.23 vs. IVFLX (14.70). IVFLX return over 5 years is better than : 65.45 vs. OAKIX (56.33).
| IVFLX | OAKIX | IVFLX / OAKIX | |
| Total Expense Ratio | 0.85 | 1.05 | 81% |
| Annual Report Gross Expense Ratio | 0.93 | 1.05 | 89% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 24.926 | 24.070 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 14.3B | 5% |
| Annual Yield % from dividends | 3.62 | 1.99 | 182% |
| Returns for 1 year | 14.70 | 18.23 | 81% |
| Returns for 3 years | 48.47 | 51.83 | 94% |
| Returns for 5 years | 65.45 | 56.33 | 116% |
| Returns for 10 years | N/A | 49.01 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement