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IVFAX vs OANIX
IVFAX vs OANIX Comparison
Open Charts IVFAX vs OANIX
Federated Hermes Intl Strat Val Div A
Price$4.31
Change-$0.04 (-0.92%)
VolumeN/A
Net Assets802.57M
Oakmark International Institutional
Price$29.75
Change-$0.42 (-1.39%)
VolumeN/A
Net Assets14.15B
IVFAX vs OANIX Comparison Chart
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IVFAX vs. OANIX commentary
Jun 15, 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: 14.1B vs. IVFAX (803M). IVFAX pays higher dividends than OANIX: IVFAX (3.46) vs OANIX (2.35). 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 : 22.93 vs. OANIX (16.37). OANIX (67.59) and IVFAX (66.36) have equivalent 5 years return.
| 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 | 21.337 | 19.334 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 14.1B | 6% |
| Annual Yield % from dividends | 3.46 | 2.35 | 147% |
| Returns for 1 year | 22.93 | 16.37 | 140% |
| Returns for 3 years | 37.91 | 36.65 | 103% |
| Returns for 5 years | 66.36 | 67.59 | 98% |
| Returns for 10 years | 48.79 | N/A | - |
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