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IVFAX vs OAZIX
IVFAX vs OAZIX Comparison
Open Charts IVFAX vs OAZIX
Federated Hermes Intl Strat Val Div A
Price$4.40
Change+$0.02 (+0.46%)
VolumeN/A
Net Assets781.94M
Oakmark International R6
Price$31.19
Change+$0.35 (+1.13%)
VolumeN/A
Net Assets14.09B
IVFAX vs OAZIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZIX has more cash in the bank: 14.1B vs. IVFAX (782M). IVFAX pays higher dividends than OAZIX: IVFAX (3.57) vs OAZIX (2.37). 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 : 20.25 vs. IVFAX (17.15).
| 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 | 23.981 | 25.060 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 14.1B | 6% |
| Annual Yield % from dividends | 3.57 | 2.37 | 151% |
| Returns for 1 year | 17.15 | 20.25 | 85% |
| Returns for 3 years | 38.75 | 44.33 | 87% |
| Returns for 5 years | 59.66 | N/A | - |
| Returns for 10 years | 61.65 | N/A | - |
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