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IVFLX vs OANIX
IVFLX vs OANIX Comparison
Open Charts IVFLX vs OANIX
Federated Hermes Intl Strat Val Div R6
Price$3.87
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
IVFLX vs OANIX Comparison Chart
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IVFLX 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 IVFLX is a Buy and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.8B vs. IVFLX (694M). 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 : 11.05 vs. OANIX (6.00). IVFLX return over 5 years is better than : 27.03 vs. OANIX (22.22).
| 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 | 7.071 | 8.905 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 14.8B | 5% |
| Annual Yield % from dividends | 4.25 | 2.11 | 201% |
| Returns for 1 year | 11.05 | 6.00 | 184% |
| Returns for 3 years | 14.67 | 2.75 | 533% |
| Returns for 5 years | 27.03 | 22.22 | 122% |
| Returns for 10 years | N/A | N/A | - |
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