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IVFLX vs OAKIX
IVFLX vs OAKIX Comparison
Open Charts IVFLX vs OAKIX
Federated Hermes Intl Strat Val Div R6
Price$4.43
Change+$0.02 (+0.45%)
VolumeN/A
Net Assets780.05M
Oakmark International Investor
Price$32.34
Change+$0.32 (+1.00%)
VolumeN/A
Net Assets14.56B
IVFLX vs OAKIX Comparison Chart in %
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IVFLX vs. OAKIX commentary
Oct 21, 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: 14.6B vs. IVFLX (780M). IVFLX pays higher dividends than OAKIX: IVFLX (3.64) vs OAKIX (1.95). 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 : 20.74 vs. IVFLX (15.48). IVFLX (66.49) and OAKIX (64.92) have equivalent 5 years return.
| 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 | 26.151 | 28.029 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 780M | 14.6B | 5% |
| Annual Yield % from dividends | 3.64 | 1.95 | 186% |
| Returns for 1 year | 15.48 | 20.74 | 75% |
| Returns for 3 years | 59.85 | 63.18 | 95% |
| Returns for 5 years | 66.49 | 64.92 | 102% |
| Returns for 10 years | N/A | 50.49 | - |
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