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IVFCX vs OAZIX
IVFCX vs OAZIX Comparison
Open Charts IVFCX vs OAZIX
Federated Hermes Intl Strat Val Div C
Price$4.35
Change+$0.03 (+0.69%)
VolumeN/A
Net Assets787.24M
Oakmark International R6
Price$31.22
Change+$0.22 (+0.71%)
VolumeN/A
Net Assets14.33B
IVFCX vs OAZIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZIX has more cash in the bank: 14.3B vs. IVFCX (787M). IVFCX pays higher dividends than OAZIX: IVFCX (2.67) vs OAZIX (2.30). IVFCX was incepted earlier than OAZIX: IVFCX (17 years) vs OAZIX (5 years). IVFCX (2.01) is less costly to investors than OAZIX (0.75). IVFCX is a more actively managed with annual turnover of: 39.00 vs. OAZIX (32.00). IVFCX has a lower initial minimum investment than OAZIX: IVFCX (1500) vs OAZIX (1000000). OAZIX annual gain was more profitable for investors over the last year : 18.58 vs. IVFCX (13.66).
| IVFCX | OAZIX | IVFCX / OAZIX | |
| Total Expense Ratio | 1.95 | 0.75 | 260% |
| Annual Report Gross Expense Ratio | 2.01 | 0.75 | 268% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 24.379 | 24.298 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 787M | 14.3B | 6% |
| Annual Yield % from dividends | 2.67 | 2.30 | 116% |
| Returns for 1 year | 13.66 | 18.58 | 73% |
| Returns for 3 years | 44.11 | 52.59 | 84% |
| Returns for 5 years | 57.64 | N/A | - |
| Returns for 10 years | 54.85 | N/A | - |
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