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FIDPX vs OAKIX
FIDPX vs OAKIX Comparison
Open Charts FIDPX vs OAKIX
Federated Hermes Intl Dividend Strategy
Price$11.23
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets123.95M
Oakmark International Investor
Price$32.50
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets14.23B
FIDPX vs OAKIX Comparison Chart in %
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FIDPX vs. OAKIX commentary
Dec 27, 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 Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.2B vs. FIDPX (124M). FIDPX pays higher dividends than OAKIX: FIDPX (4.34) vs OAKIX (1.93). 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). OAKIX is a more actively managed with annual turnover of: 51.00 vs. FIDPX (47.00). FIDPX (0) and OAKIX (0) have matching initial minimum investment requirements. FIDPX annual gain was more profitable for investors over the last year : 34.56 vs. OAKIX (29.69). FIDPX return over 5 years is better than : 58.13 vs. OAKIX (31.81).
| 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 | 35.041 | 29.948 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 14.2B | 1% |
| Annual Yield % from dividends | 4.34 | 1.93 | 224% |
| Returns for 1 year | 34.56 | 29.69 | 116% |
| Returns for 3 years | 51.63 | 46.96 | 110% |
| Returns for 5 years | 58.13 | 31.81 | 183% |
| Returns for 10 years | 92.61 | 62.34 | 149% |
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