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IVFAX vs OAKIX
IVFAX vs OAKIX Comparison
Open Charts IVFAX vs OAKIX
Federated Hermes Intl Strat Val Div A
Price$4.43
Change+$0.02 (+0.45%)
VolumeN/A
Net Assets776.2M
Oakmark International Investor
Price$32.02
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets14.56B
IVFAX vs OAKIX Comparison Chart in %
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IVFAX vs. OAKIX commentary
Oct 19, 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 IVFAX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. IVFAX (776M). IVFAX pays higher dividends than OAKIX: IVFAX (3.40) vs OAKIX (1.95). IVFAX was incepted earlier than OAKIX: IVFAX (17 years) vs OAKIX (33 years). IVFAX (1.27) is less costly to investors than OAKIX (1.05). IVFAX is a more actively managed with annual turnover of: 39.00 vs. OAKIX (32.00). OAKIX has a lower initial minimum investment than IVFAX: OAKIX (0) vs IVFAX (1500). OAKIX annual gain was more profitable for investors over the last year : 20.74 vs. IVFAX (15.18). OAKIX (64.92) and IVFAX (64.36) have equivalent 5 years return.
| IVFAX | OAKIX | IVFAX / OAKIX | |
| Total Expense Ratio | 1.11 | 1.05 | 106% |
| Annual Report Gross Expense Ratio | 1.27 | 1.05 | 121% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 25.913 | 28.029 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 14.6B | 5% |
| Annual Yield % from dividends | 3.40 | 1.95 | 174% |
| Returns for 1 year | 15.18 | 20.74 | 73% |
| Returns for 3 years | 58.62 | 63.18 | 93% |
| Returns for 5 years | 64.36 | 64.92 | 99% |
| Returns for 10 years | 58.91 | 50.49 | 117% |
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