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IVFAX vs OAKIX
IVFAX vs OAKIX Comparison
Open Charts IVFAX vs OAKIX
Federated Hermes Intl Strat Val Div A
Price$4.60
Change+$0.03 (+0.66%)
VolumeN/A
Net Assets805.69M
Oakmark International Investor
Price$32.50
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets14.23B
IVFAX vs OAKIX Comparison Chart in %
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IVFAX vs. OAKIX commentary
Dec 28, 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 Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.2B vs. IVFAX (806M). IVFAX pays higher dividends than OAKIX: IVFAX (3.45) vs OAKIX (1.93). IVFAX was incepted earlier than OAKIX: IVFAX (18 years) vs OAKIX (33 years). IVFAX (1.27) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 51.00 vs. IVFAX (39.00). OAKIX has a lower initial minimum investment than IVFAX: OAKIX (0) vs IVFAX (1500). IVFAX (31.02) and OAKIX (29.69) have marching annual gain over last year. IVFAX return over 5 years is better than : 61.26 vs. OAKIX (31.81).
| IVFAX | OAKIX | IVFAX / OAKIX | |
| Total Expense Ratio | 1.11 | 1.05 | 106% |
| Annual Report Gross Expense Ratio | 1.27 | 1.05 | 121% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 31.081 | 29.948 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 806M | 14.2B | 6% |
| Annual Yield % from dividends | 3.45 | 1.93 | 178% |
| Returns for 1 year | 31.02 | 29.69 | 104% |
| Returns for 3 years | 46.81 | 46.96 | 100% |
| Returns for 5 years | 61.26 | 31.81 | 193% |
| Returns for 10 years | 71.82 | 62.34 | 115% |
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