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IVFLX vs OANIX
IVFLX vs OANIX Comparison
Open Charts IVFLX vs OANIX
Federated Hermes Intl Strat Val Div R6
Price$4.32
Change-$0.01 (-0.23%)
VolumeN/A
Net Assets774.87M
Oakmark International Institutional
Price$31.62
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets14.37B
IVFLX vs OANIX Comparison Chart in %
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IVFLX vs. OANIX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.4B vs. IVFLX (775M). IVFLX pays higher dividends than OANIX: IVFLX (3.52) vs OANIX (2.29). IVFLX was incepted earlier than OANIX: IVFLX (9 years) vs OANIX (9 years). IVFLX (0.93) is less costly to investors than OANIX (0.81). IVFLX is a more actively managed with annual turnover of: 39.00 vs. OANIX (32.00). IVFLX has a lower initial minimum investment than OANIX: IVFLX (0) vs OANIX (250000). OANIX annual gain was more profitable for investors over the last year : 23.40 vs. IVFLX (20.25). OANIX return over 5 years is better than : 67.38 vs. IVFLX (62.95).
| IVFLX | OANIX | IVFLX / OANIX | |
| Total Expense Ratio | 0.85 | 0.81 | 105% |
| Annual Report Gross Expense Ratio | 0.93 | 0.81 | 115% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 22.385 | 26.835 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 14.4B | 5% |
| Annual Yield % from dividends | 3.52 | 2.29 | 154% |
| Returns for 1 year | 20.25 | 23.40 | 87% |
| Returns for 3 years | 39.59 | 46.98 | 84% |
| Returns for 5 years | 62.95 | 67.38 | 93% |
| Returns for 10 years | N/A | N/A | - |
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