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IVFCX vs OAYIX
IVFCX vs OAYIX Comparison
Open Charts IVFCX vs OAYIX
Federated Hermes Intl Strat Val Div C
Price$4.35
Change+$0.03 (+0.69%)
VolumeN/A
Net Assets787.24M
Oakmark International Advisor
Price$31.20
Change+$0.54 (+1.76%)
VolumeN/A
Net Assets14.33B
IVFCX vs OAYIX Comparison Chart in %
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IVFCX vs. OAYIX 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 OAYIX is a Hold.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 14.3B vs. IVFCX (787M). IVFCX pays higher dividends than OAYIX: IVFCX (2.67) vs OAYIX (2.17). IVFCX was incepted earlier than OAYIX: IVFCX (17 years) vs OAYIX (9 years). IVFCX (2.01) is less costly to investors than OAYIX (0.88). IVFCX is a more actively managed with annual turnover of: 39.00 vs. OAYIX (32.00). IVFCX has a lower initial minimum investment than OAYIX: IVFCX (1500) vs OAYIX (100000). OAYIX annual gain was more profitable for investors over the last year : 18.46 vs. IVFCX (13.66). IVFCX (57.64) and OAYIX (57.29) have equivalent 5 years return.
| IVFCX | OAYIX | IVFCX / OAYIX | |
| Total Expense Ratio | 1.95 | 0.88 | 222% |
| Annual Report Gross Expense Ratio | 2.01 | 0.88 | 228% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 24.379 | 24.218 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 787M | 14.3B | 6% |
| Annual Yield % from dividends | 2.67 | 2.17 | 123% |
| Returns for 1 year | 13.66 | 18.46 | 74% |
| Returns for 3 years | 44.11 | 52.27 | 84% |
| Returns for 5 years | 57.64 | 57.29 | 101% |
| Returns for 10 years | 54.85 | N/A | - |
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