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IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
Federated Hermes Intl Strat Val Div C
Price$4.78
Change+$0.06 (+1.27%)
VolumeN/A
Net Assets834.51M
Oakmark International Institutional
Price$33.34
Change+$1.48 (+4.65%)
VolumeN/A
Net Assets14.6B
IVFCX vs OANIX Comparison Chart in %
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IVFCX vs. OANIX commentary
Feb 04, 2026
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: 14.6B vs. IVFCX (835M). IVFCX pays higher dividends than OANIX: IVFCX (2.56) vs OANIX (2.07). 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 (31.84) and OANIX (31.06) have marching annual gain over last year. IVFCX return over 5 years is better than : 59.76 vs. OANIX (35.58).
| 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 | 4.194 | 2.933 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 14.6B | 6% |
| Annual Yield % from dividends | 2.56 | 2.07 | 124% |
| Returns for 1 year | 31.84 | 31.06 | 103% |
| Returns for 3 years | 44.99 | 34.90 | 129% |
| Returns for 5 years | 59.76 | 35.58 | 168% |
| Returns for 10 years | 74.69 | N/A | - |
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