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IVFAX vs OANIX
IVFAX vs OANIX Comparison
Open Charts IVFAX vs OANIX
Federated Hermes Intl Strat Val Div A
Price$4.84
Change+$0.06 (+1.26%)
VolumeN/A
Net Assets843.67M
Oakmark International Institutional
Price$33.74
Change+$0.40 (+1.20%)
VolumeN/A
Net Assets14.6B
IVFAX vs OANIX Comparison Chart in %
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IVFAX vs. OANIX 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 OANIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.6B vs. IVFAX (844M). IVFAX pays higher dividends than OANIX: IVFAX (3.26) vs OANIX (2.07). 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 annual gain was more profitable for investors over the last year : 32.66 vs. OANIX (31.06). IVFAX return over 5 years is better than : 66.29 vs. OANIX (35.58).
| 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 | 4.201 | 2.933 | 143% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 14.6B | 6% |
| Annual Yield % from dividends | 3.26 | 2.07 | 158% |
| Returns for 1 year | 32.66 | 31.06 | 105% |
| Returns for 3 years | 48.47 | 34.90 | 139% |
| Returns for 5 years | 66.29 | 35.58 | 186% |
| Returns for 10 years | 86.19 | N/A | - |
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