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IVFAX vs OAYIX
IVFAX vs OAYIX Comparison
Open Charts IVFAX vs OAYIX
Federated Hermes Intl Strat Val Div A
Price$4.40
Change+$0.02 (+0.46%)
VolumeN/A
Net Assets781.94M
Oakmark International Advisor
Price$31.18
Change+$0.36 (+1.17%)
VolumeN/A
Net Assets14.09B
IVFAX vs OAYIX Comparison Chart in %
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IVFAX vs. OAYIX commentary
Aug 20, 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 OAYIX is a Buy.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 14.1B vs. IVFAX (782M). IVFAX pays higher dividends than OAYIX: IVFAX (3.57) vs OAYIX (2.24). 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 : 20.17 vs. IVFAX (17.15). OAYIX (62.24) and IVFAX (59.66) have equivalent 5 years return.
| 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 | 23.981 | 25.020 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 14.1B | 6% |
| Annual Yield % from dividends | 3.57 | 2.24 | 160% |
| Returns for 1 year | 17.15 | 20.17 | 85% |
| Returns for 3 years | 38.75 | 44.00 | 88% |
| Returns for 5 years | 59.66 | 62.24 | 96% |
| Returns for 10 years | 61.65 | N/A | - |
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