Interact to see
Advertisement
Advertisement
IVFLX vs OANIX
IVFLX vs OANIX Comparison
Open Charts IVFLX vs OANIX
Federated Hermes Intl Strat Val Div R6
Price$4.31
Change-$0.04 (-0.92%)
VolumeN/A
Net Assets802.57M
Oakmark International Institutional
Price$29.75
Change-$0.42 (-1.39%)
VolumeN/A
Net Assets14.15B
IVFLX vs OANIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVFLX vs. OANIX commentary
Jun 15, 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: 14.1B vs. IVFLX (803M). IVFLX pays higher dividends than OANIX: IVFLX (3.69) vs OANIX (2.35). IVFLX was incepted earlier than OANIX: IVFLX (8 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). IVFLX annual gain was more profitable for investors over the last year : 23.25 vs. OANIX (16.37). IVFLX (68.52) and OANIX (67.59) have equivalent 5 years return.
| IVFLX | OANIX | IVFLX / OANIX | |
| Total Expense Ratio | 0.85 | 0.81 | 105% |
| Annual Report Gross Expense Ratio | 0.93 | 0.81 | 115% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 21.462 | 19.334 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 14.1B | 6% |
| Annual Yield % from dividends | 3.69 | 2.35 | 157% |
| Returns for 1 year | 23.25 | 16.37 | 142% |
| Returns for 3 years | 38.98 | 36.65 | 106% |
| Returns for 5 years | 68.52 | 67.59 | 101% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers