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IVFAX vs OAKIX
IVFAX vs OAKIX Comparison
Open Charts IVFAX vs OAKIX
Federated Hermes Intl Strat Val Div A
Price$4.84
Change+$0.06 (+1.26%)
VolumeN/A
Net Assets843.67M
Oakmark International Investor
Price$33.85
Change+$0.40 (+1.20%)
VolumeN/A
Net Assets14.6B
IVFAX vs OAKIX Comparison Chart in %
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IVFAX 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 IVFAX is a Hold and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. IVFAX (844M). IVFAX pays higher dividends than OAKIX: IVFAX (3.26) vs OAKIX (1.80). 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 annual gain was more profitable for investors over the last year : 32.66 vs. OAKIX (30.78). IVFAX return over 5 years is better than : 66.29 vs. OAKIX (34.40).
| 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 | 4.201 | 2.923 | 144% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 14.6B | 6% |
| Annual Yield % from dividends | 3.26 | 1.80 | 181% |
| Returns for 1 year | 32.66 | 30.78 | 106% |
| Returns for 3 years | 48.47 | 33.96 | 143% |
| Returns for 5 years | 66.29 | 34.40 | 193% |
| Returns for 10 years | 86.19 | 93.99 | 92% |
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