IVFIX
Price
$4.35
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
776.17M
OANIX
Price
$30.80
Change
-$0.06 (-0.19%)
Updated
Jul 3 closing price
Net Assets
14.37B
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IVFIX vs OANIX

Header iconIVFIX vs OANIX Comparison
Open Charts IVFIX vs OANIXBanner chart's image
Federated Hermes Intl Strat Val Div IS
Price$4.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets776.17M
Oakmark International Institutional
Price$30.80
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets14.37B
IVFIX vs OANIX Comparison Chart in %
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IVFIX vs. OANIX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.4B vs. IVFIX (776M). IVFIX pays higher dividends than OANIX: IVFIX (3.50) vs OANIX (2.29). 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). IVFIX annual gain was more profitable for investors over the last year : 24.79 vs. OANIX (21.08). OANIX (68.54) and IVFIX (67.16) have equivalent 5 years return.
IVFIXOANIXIVFIX / OANIX
Total Expense Ratio0.860.81106%
Annual Report Gross Expense Ratio1.010.81125%
Fund Existence17 years9 years-
Gain YTD22.94123.54697%
Front LoadN/AN/A-
Min. Initial Investment1000000250000400%
Min. Initial Investment IRAN/AN/A-
Net Assets776M14.4B5%
Annual Yield % from dividends3.502.29153%
Returns for 1 year24.7921.08118%
Returns for 3 years38.1941.8591%
Returns for 5 years67.1668.5498%
Returns for 10 years56.56N/A-
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