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IVFAX vs OANIX
IVFAX vs OANIX Comparison
Open Charts IVFAX vs OANIX
Federated Hermes Intl Strat Val Div A
Price$4.60
Change+$0.03 (+0.66%)
VolumeN/A
Net Assets805.69M
Oakmark International Institutional
Price$32.39
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets14.23B
IVFAX vs OANIX Comparison Chart in %
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IVFAX vs. OANIX 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 IVFAX is a Buy and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.2B vs. IVFAX (806M). IVFAX pays higher dividends than OANIX: IVFAX (3.45) vs OANIX (2.18). IVFAX was incepted earlier than OANIX: IVFAX (18 years) vs OANIX (9 years). IVFAX (1.27) is less costly to investors than OANIX (0.81). OANIX is a more actively managed with annual turnover of: 51.00 vs. IVFAX (39.00). IVFAX has a lower initial minimum investment than OANIX: IVFAX (1500) vs OANIX (250000). IVFAX (31.02) and OANIX (29.66) have marching annual gain over last year. IVFAX return over 5 years is better than : 61.26 vs. OANIX (32.69).
| IVFAX | OANIX | IVFAX / OANIX | |
| Total Expense Ratio | 1.11 | 0.81 | 137% |
| Annual Report Gross Expense Ratio | 1.27 | 0.81 | 157% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 31.081 | 29.924 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 806M | 14.2B | 6% |
| Annual Yield % from dividends | 3.45 | 2.18 | 158% |
| Returns for 1 year | 31.02 | 29.66 | 105% |
| Returns for 3 years | 46.81 | 47.68 | 98% |
| Returns for 5 years | 61.26 | 32.69 | 187% |
| Returns for 10 years | 71.82 | N/A | - |
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