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IVFLX vs OANIX
IVFLX vs OANIX Comparison
Open Charts IVFLX vs OANIX
Federated Hermes Intl Strat Val Div R6
Price$3.96
Change+$0.09 (+2.33%)
VolumeN/A
Net Assets679.73M
Oakmark International Institutional
Price$25.95
Change+$0.72 (+2.85%)
VolumeN/A
Net Assets13.3B
IVFLX vs OANIX Comparison Chart
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IVFLX vs. OANIX commentary
Apr 12, 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: 13.3B vs. IVFLX (680M). IVFLX pays higher dividends than OANIX: IVFLX (4.03) vs OANIX (2.58). IVFLX was incepted earlier than OANIX: IVFLX (8 years) vs OANIX (8 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 : 13.21 vs. OANIX (0.32). OANIX return over 5 years is better than : 67.09 vs. IVFLX (59.98).
| 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 | 8 years | - |
| Gain YTD | 7.841 | 4.091 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 680M | 13.3B | 5% |
| Annual Yield % from dividends | 4.03 | 2.58 | 157% |
| Returns for 1 year | 13.21 | 0.32 | 4,110% |
| Returns for 3 years | 13.00 | 10.04 | 129% |
| Returns for 5 years | 59.98 | 67.09 | 89% |
| Returns for 10 years | N/A | N/A | - |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| AVSD | 58.50 | 1.74 | +3.07% |
| Avantis Responsible International Eq ETF | |||
| LEAD | 61.33 | N/A | N/A |
| Siren DIVCON Leaders Dividend ETF | |||
| EFRA | 29.09 | N/A | N/A |
| iShares Environmental Infras & IndstrETF | |||
| ITM | 44.36 | -0.39 | -0.87% |
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| John Hancock Preferred Income Fund III | |||