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IVFLX vs OAKIX
IVFLX vs OAKIX Comparison
Open Charts IVFLX vs OAKIX
Federated Hermes Intl Strat Val Div R6
Price$3.62
Change-$0.07 (-1.90%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$24.81
Change-$0.67 (-2.63%)
VolumeN/A
CapitalizationN/A
IVFLX vs OAKIX Comparison Chart
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IVFLX vs. OAKIX commentary
Dec 19, 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 IVFLX is a Hold and OAKIX is a StrongSell.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.2B vs. IVFLX (679M). IVFLX pays higher dividends than OAKIX: IVFLX (4.25) vs OAKIX (1.84). IVFLX was incepted earlier than OAKIX: IVFLX (8 years) vs OAKIX (32 years). IVFLX is a more actively managed with annual turnover of: 44.00 vs. OAKIX (27.00). IVFLX (0) and OAKIX (0) have matching initial minimum investment requirements. IVFLX annual gain was more profitable for investors over the last year : 5.65 vs. OAKIX (-0.97). IVFLX return over 5 years is better than : 23.65 vs. OAKIX (8.69).
| IVFLX | OAKIX | IVFLX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 3.641 | -2.812 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 16.2B | 4% |
| Annual Yield % from dividends | 4.25 | 1.84 | 230% |
| Returns for 1 year | 5.65 | -0.97 | -585% |
| Returns for 3 years | 15.30 | -1.37 | -1,116% |
| Returns for 5 years | 23.65 | 8.69 | 272% |
| Returns for 10 years | N/A | 17.05 | - |
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