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FIDPX vs OAKIX
FIDPX vs OAKIX Comparison
Open Charts FIDPX vs OAKIX
Federated Hermes Intl Dividend Strategy
Price$10.96
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets117.4M
Oakmark International Investor
Price$32.02
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets14.56B
FIDPX vs OAKIX Comparison Chart in %
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FIDPX vs. OAKIX commentary
Oct 21, 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 FIDPX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. FIDPX (117M). FIDPX pays higher dividends than OAKIX: FIDPX (4.46) vs OAKIX (1.95). FIDPX was incepted earlier than OAKIX: FIDPX (11 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than FIDPX (0.38). FIDPX is a more actively managed with annual turnover of: 47.00 vs. OAKIX (32.00). FIDPX (0) and OAKIX (0) have matching initial minimum investment requirements. OAKIX annual gain was more profitable for investors over the last year : 20.74 vs. FIDPX (19.63). OAKIX (64.92) and FIDPX (63.75) have equivalent 5 years return.
| FIDPX | OAKIX | FIDPX / OAKIX | |
| Total Expense Ratio | 0.00 | 1.05 | - |
| Annual Report Gross Expense Ratio | 0.38 | 1.05 | 36% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 31.460 | 28.029 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 14.6B | 1% |
| Annual Yield % from dividends | 4.46 | 1.95 | 229% |
| Returns for 1 year | 19.63 | 20.74 | 95% |
| Returns for 3 years | 72.06 | 63.18 | 114% |
| Returns for 5 years | 63.75 | 64.92 | 98% |
| Returns for 10 years | 77.74 | 50.49 | 154% |
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