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FIDPX vs OAKIX
FIDPX vs OAKIX Comparison
Open Charts FIDPX vs OAKIX
Federated Hermes Intl Dividend Strategy
Price$11.65
Change+$0.12 (+1.04%)
VolumeN/A
Net Assets128.71M
Oakmark International Investor
Price$33.45
Change+$1.55 (+4.86%)
VolumeN/A
Net Assets14.6B
FIDPX vs OAKIX Comparison Chart in %
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FIDPX vs. OAKIX commentary
Feb 05, 2026
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 Buy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. FIDPX (129M). FIDPX pays higher dividends than OAKIX: FIDPX (3.98) vs OAKIX (1.80). FIDPX was incepted earlier than OAKIX: FIDPX (11 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than FIDPX (0.37). OAKIX is a more actively managed with annual turnover of: 51.00 vs. FIDPX (37.00). FIDPX (0) and OAKIX (0) have matching initial minimum investment requirements. FIDPX annual gain was more profitable for investors over the last year : 34.49 vs. OAKIX (30.78). FIDPX return over 5 years is better than : 61.41 vs. OAKIX (34.40).
| FIDPX | OAKIX | FIDPX / OAKIX | |
| Total Expense Ratio | 0.00 | 1.05 | - |
| Annual Report Gross Expense Ratio | 0.37 | 1.05 | 35% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 2.839 | 2.923 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 14.6B | 1% |
| Annual Yield % from dividends | 3.98 | 1.80 | 221% |
| Returns for 1 year | 34.49 | 30.78 | 112% |
| Returns for 3 years | 48.12 | 33.96 | 142% |
| Returns for 5 years | 61.41 | 34.40 | 179% |
| Returns for 10 years | 105.52 | 93.99 | 112% |
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