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IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
Federated Hermes Intl Strat Val Div C
Price$4.26
Change-$0.01 (-0.23%)
VolumeN/A
Net Assets774.87M
Oakmark International Institutional
Price$31.62
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets14.37B
IVFCX vs OANIX Comparison Chart in %
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IVFCX vs. OANIX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.4B vs. IVFCX (775M). IVFCX pays higher dividends than OANIX: IVFCX (2.57) vs OANIX (2.29). 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 : 23.40 vs. IVFCX (18.68). OANIX return over 5 years is better than : 67.38 vs. IVFCX (54.52).
| 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 | 21.470 | 26.835 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 14.4B | 5% |
| Annual Yield % from dividends | 2.57 | 2.29 | 113% |
| Returns for 1 year | 18.68 | 23.40 | 80% |
| Returns for 3 years | 34.76 | 46.98 | 74% |
| Returns for 5 years | 54.52 | 67.38 | 81% |
| Returns for 10 years | 42.97 | N/A | - |
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