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IVFAX vs OAZIX
IVFAX vs OAZIX Comparison
Open Charts IVFAX vs OAZIX
Federated Hermes Intl Strat Val Div A
Price$4.36
Change+$0.03 (+0.69%)
VolumeN/A
Net Assets766.17M
Oakmark International R6
Price$31.23
Change+$0.19 (+0.61%)
VolumeN/A
Net Assets14.33B
IVFAX vs OAZIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZIX has more cash in the bank: 14.3B vs. IVFAX (766M). IVFAX pays higher dividends than OAZIX: IVFAX (3.38) vs OAZIX (2.30). IVFAX was incepted earlier than OAZIX: IVFAX (17 years) vs OAZIX (5 years). IVFAX (1.27) is less costly to investors than OAZIX (0.75). IVFAX is a more actively managed with annual turnover of: 39.00 vs. OAZIX (32.00). IVFAX has a lower initial minimum investment than OAZIX: IVFAX (1500) vs OAZIX (1000000). OAZIX annual gain was more profitable for investors over the last year : 14.56 vs. IVFAX (11.69).
| IVFAX | OAZIX | IVFAX / OAZIX | |
| Total Expense Ratio | 1.11 | 0.75 | 148% |
| Annual Report Gross Expense Ratio | 1.27 | 0.75 | 169% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 23.582 | 25.221 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 766M | 14.3B | 5% |
| Annual Yield % from dividends | 3.38 | 2.30 | 147% |
| Returns for 1 year | 11.69 | 14.56 | 80% |
| Returns for 3 years | 58.75 | 69.70 | 84% |
| Returns for 5 years | 66.45 | N/A | - |
| Returns for 10 years | 70.01 | N/A | - |
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