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IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
Federated Hermes Intl Strat Val Div C
Price$4.54
Change+$0.03 (+0.67%)
VolumeN/A
Net Assets805.69M
Oakmark International Institutional
Price$32.39
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets14.23B
IVFCX vs OANIX Comparison Chart in %
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IVFCX vs. OANIX commentary
Dec 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 IVFCX is a Buy and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.2B vs. IVFCX (806M). IVFCX pays higher dividends than OANIX: IVFCX (2.73) vs OANIX (2.18). IVFCX was incepted earlier than OANIX: IVFCX (18 years) vs OANIX (9 years). IVFCX (2.01) is less costly to investors than OANIX (0.81). OANIX is a more actively managed with annual turnover of: 51.00 vs. IVFCX (39.00). IVFCX has a lower initial minimum investment than OANIX: IVFCX (1500) vs OANIX (250000). IVFCX (30.17) and OANIX (29.66) have marching annual gain over last year. IVFCX return over 5 years is better than : 55.35 vs. OANIX (32.69).
| IVFCX | OANIX | IVFCX / OANIX | |
| Total Expense Ratio | 1.95 | 0.81 | 241% |
| Annual Report Gross Expense Ratio | 2.01 | 0.81 | 248% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 30.329 | 29.924 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 806M | 14.2B | 6% |
| Annual Yield % from dividends | 2.73 | 2.18 | 125% |
| Returns for 1 year | 30.17 | 29.66 | 102% |
| Returns for 3 years | 43.35 | 47.68 | 91% |
| Returns for 5 years | 55.35 | 32.69 | 169% |
| Returns for 10 years | 61.28 | N/A | - |
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