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IVFAX vs OAYIX
IVFAX vs OAYIX Comparison
Open Charts IVFAX vs OAYIX
Federated Hermes Intl Strat Val Div A
Price$4.36
Change+$0.03 (+0.69%)
VolumeN/A
Net Assets766.17M
Oakmark International Advisor
Price$31.21
Change+$0.20 (+0.64%)
VolumeN/A
Net Assets14.33B
IVFAX vs OAYIX Comparison Chart in %
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IVFAX vs. OAYIX commentary
Sep 29, 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 Hold and OAYIX is a Hold.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 14.3B vs. IVFAX (766M). IVFAX pays higher dividends than OAYIX: IVFAX (3.38) vs OAYIX (2.17). IVFAX was incepted earlier than OAYIX: IVFAX (17 years) vs OAYIX (9 years). IVFAX (1.27) is less costly to investors than OAYIX (0.88). IVFAX is a more actively managed with annual turnover of: 39.00 vs. OAYIX (32.00). IVFAX has a lower initial minimum investment than OAYIX: IVFAX (1500) vs OAYIX (100000). OAYIX annual gain was more profitable for investors over the last year : 14.44 vs. IVFAX (11.69). OAYIX return over 5 years is better than : 70.81 vs. IVFAX (66.45).
| IVFAX | OAYIX | IVFAX / OAYIX | |
| Total Expense Ratio | 1.11 | 0.88 | 126% |
| Annual Report Gross Expense Ratio | 1.27 | 0.88 | 144% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 23.582 | 25.140 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 766M | 14.3B | 5% |
| Annual Yield % from dividends | 3.38 | 2.17 | 156% |
| Returns for 1 year | 11.69 | 14.44 | 81% |
| Returns for 3 years | 58.75 | 69.29 | 85% |
| Returns for 5 years | 66.45 | 70.81 | 94% |
| Returns for 10 years | 70.01 | N/A | - |
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