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IVFCX vs OANIX
IVFCX vs OANIX Comparison
Open Charts IVFCX vs OANIX
Federated Hermes Intl Strat Val Div C
Price$4.25
Change-$0.04 (-0.93%)
VolumeN/A
Net Assets802.57M
Oakmark International Institutional
Price$29.75
Change-$0.42 (-1.39%)
VolumeN/A
Net Assets14.15B
IVFCX vs OANIX Comparison Chart
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IVFCX vs. OANIX commentary
Jun 15, 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: 14.1B vs. IVFCX (803M). IVFCX pays higher dividends than OANIX: IVFCX (2.75) vs OANIX (2.35). 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). IVFCX annual gain was more profitable for investors over the last year : 21.96 vs. OANIX (16.37). OANIX return over 5 years is better than : 67.59 vs. IVFCX (59.74).
| 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 | 20.937 | 19.334 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 14.1B | 6% |
| Annual Yield % from dividends | 2.75 | 2.35 | 117% |
| Returns for 1 year | 21.96 | 16.37 | 134% |
| Returns for 3 years | 34.49 | 36.65 | 94% |
| Returns for 5 years | 59.74 | 67.59 | 88% |
| Returns for 10 years | 39.43 | N/A | - |
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