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IVFLX vs OANIX
IVFLX vs OANIX Comparison
Open Charts IVFLX vs OANIX
Federated Hermes Intl Strat Val Div R6
Price$3.68
Change+$0.02 (+0.55%)
VolumeN/A
Net Assets666.22M
Oakmark International Institutional
Price$25.18
Change+$0.23 (+0.92%)
VolumeN/A
Net Assets15.48B
IVFLX vs OANIX Comparison Chart
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IVFLX vs. OANIX commentary
Jan 19, 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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 15.5B vs. IVFLX (666M). IVFLX pays higher dividends than OANIX: IVFLX (4.25) vs OANIX (2.11). IVFLX was incepted earlier than OANIX: IVFLX (8 years) vs OANIX (8 years). IVFLX is a more actively managed with annual turnover of: 44.00 vs. OANIX (27.00). IVFLX has a lower initial minimum investment than OANIX: IVFLX (0) vs OANIX (250000). IVFLX annual gain was more profitable for investors over the last year : 4.75 vs. OANIX (1.87). IVFLX return over 5 years is better than : 21.05 vs. OANIX (8.87).
| IVFLX | OANIX | IVFLX / OANIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 1.657 | 1.003 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666M | 15.5B | 4% |
| Annual Yield % from dividends | 4.25 | 2.11 | 201% |
| Returns for 1 year | 4.75 | 1.87 | 254% |
| Returns for 3 years | 8.11 | -10.06 | -81% |
| Returns for 5 years | 21.05 | 8.87 | 237% |
| Returns for 10 years | N/A | N/A | - |
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