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IVFIX vs OANIX
IVFIX vs OANIX Comparison
Open Charts IVFIX vs OANIX
Federated Hermes Intl Strat Val Div IS
Price$4.54
Change+$0.01 (+0.22%)
VolumeN/A
Net Assets792.32M
Oakmark International Institutional
Price$32.31
Change+$0.28 (+0.87%)
VolumeN/A
Net Assets14.38B
IVFIX vs OANIX Comparison Chart in %
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IVFIX vs. OANIX commentary
Nov 14, 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 IVFIX is a Buy and OANIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.4B vs. IVFIX (792M). IVFIX pays higher dividends than OANIX: IVFIX (3.80) vs OANIX (2.18). IVFIX was incepted earlier than OANIX: IVFIX (17 years) vs OANIX (9 years). IVFIX (1.01) is less costly to investors than OANIX (0.81). IVFIX is a more actively managed with annual turnover of: 39.00 vs. OANIX (32.00). OANIX has a lower initial minimum investment than IVFIX: OANIX (250000) vs IVFIX (1000000). OANIX annual gain was more profitable for investors over the last year : 31.08 vs. IVFIX (25.44). IVFIX return over 5 years is better than : 64.84 vs. OANIX (47.75).
| IVFIX | OANIX | IVFIX / OANIX | |
| Total Expense Ratio | 0.86 | 0.81 | 106% |
| Annual Report Gross Expense Ratio | 1.01 | 0.81 | 125% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 29.342 | 29.603 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 14.4B | 6% |
| Annual Yield % from dividends | 3.80 | 2.18 | 174% |
| Returns for 1 year | 25.44 | 31.08 | 82% |
| Returns for 3 years | 48.51 | 43.15 | 112% |
| Returns for 5 years | 64.84 | 47.75 | 136% |
| Returns for 10 years | 73.95 | N/A | - |
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| Nuveen AA-BBB CLO ETF | |||
| STAX | 25.46 | N/A | N/A |
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| CGSD | 25.99 | -0.02 | -0.08% |
| Capital Group Short Duration Income ETF | |||