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IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
Federated Hermes Intl Strat Val Div C
Price$4.35
Change+$0.03 (+0.69%)
VolumeN/A
Net Assets787.24M
Oakmark International Institutional
Price$31.21
Change+$0.54 (+1.76%)
VolumeN/A
Net Assets14.33B
IVFCX vs OANIX Comparison Chart in %
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IVFCX vs. OANIX commentary
Sep 09, 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 IVFCX is a Hold and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.3B vs. IVFCX (787M). IVFCX pays higher dividends than OANIX: IVFCX (2.67) vs OANIX (2.24). IVFCX was incepted earlier than OANIX: IVFCX (17 years) vs OANIX (9 years). IVFCX (2.01) is less costly to investors than OANIX (0.81). IVFCX is a more actively managed with annual turnover of: 39.00 vs. OANIX (32.00). IVFCX has a lower initial minimum investment than OANIX: IVFCX (1500) vs OANIX (250000). OANIX annual gain was more profitable for investors over the last year : 18.52 vs. IVFCX (13.66). OANIX (57.68) and IVFCX (57.64) have equivalent 5 years return.
| IVFCX | OANIX | IVFCX / OANIX | |
| Total Expense Ratio | 1.95 | 0.81 | 241% |
| Annual Report Gross Expense Ratio | 2.01 | 0.81 | 248% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 24.379 | 24.268 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 787M | 14.3B | 6% |
| Annual Yield % from dividends | 2.67 | 2.24 | 119% |
| Returns for 1 year | 13.66 | 18.52 | 74% |
| Returns for 3 years | 44.11 | 52.45 | 84% |
| Returns for 5 years | 57.64 | 57.68 | 100% |
| Returns for 10 years | 54.85 | N/A | - |
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