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IVFAX vs OANIX
IVFAX vs OANIX Comparison
Open Charts IVFAX vs OANIX
Federated Hermes Intl Strat Val Div A
Price$4.34
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets776.17M
Oakmark International Institutional
Price$30.80
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets14.37B
IVFAX vs OANIX Comparison Chart in %
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IVFAX vs. OANIX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.4B vs. IVFAX (776M). IVFAX pays higher dividends than OANIX: IVFAX (3.28) vs OANIX (2.29). IVFAX was incepted earlier than OANIX: IVFAX (17 years) vs OANIX (9 years). IVFAX (1.27) is less costly to investors than OANIX (0.81). IVFAX is a more actively managed with annual turnover of: 39.00 vs. OANIX (32.00). IVFAX has a lower initial minimum investment than OANIX: IVFAX (1500) vs OANIX (250000). IVFAX annual gain was more profitable for investors over the last year : 24.55 vs. OANIX (21.08). OANIX return over 5 years is better than : 68.54 vs. IVFAX (64.78).
| IVFAX | OANIX | IVFAX / OANIX | |
| Total Expense Ratio | 1.11 | 0.81 | 137% |
| Annual Report Gross Expense Ratio | 1.27 | 0.81 | 157% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 22.515 | 23.546 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 14.4B | 5% |
| Annual Yield % from dividends | 3.28 | 2.29 | 144% |
| Returns for 1 year | 24.55 | 21.08 | 116% |
| Returns for 3 years | 37.27 | 41.85 | 89% |
| Returns for 5 years | 64.78 | 68.54 | 95% |
| Returns for 10 years | 53.28 | N/A | - |
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