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IVFIX vs OANIX
IVFIX vs OANIX Comparison
Open Charts IVFIX vs OANIX
Federated Hermes Intl Strat Val Div IS
Price$4.61
Change+$0.03 (+0.66%)
VolumeN/A
Net Assets806.26M
Oakmark International Institutional
Price$32.27
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets14.23B
IVFIX vs OANIX Comparison Chart in %
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IVFIX vs. OANIX commentary
Dec 25, 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 Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.2B vs. IVFIX (806M). IVFIX pays higher dividends than OANIX: IVFIX (3.67) vs OANIX (2.18). IVFIX was incepted earlier than OANIX: IVFIX (18 years) vs OANIX (9 years). IVFIX (1.01) is less costly to investors than OANIX (0.81). OANIX is a more actively managed with annual turnover of: 51.00 vs. IVFIX (39.00). 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 : 31.59 vs. OANIX (29.81). IVFIX return over 5 years is better than : 63.06 vs. OANIX (32.20).
| IVFIX | OANIX | IVFIX / OANIX | |
| Total Expense Ratio | 0.86 | 0.81 | 106% |
| Annual Report Gross Expense Ratio | 1.01 | 0.81 | 125% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 31.626 | 29.442 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 806M | 14.2B | 6% |
| Annual Yield % from dividends | 3.67 | 2.18 | 169% |
| Returns for 1 year | 31.59 | 29.81 | 106% |
| Returns for 3 years | 47.75 | 47.90 | 100% |
| Returns for 5 years | 63.06 | 32.20 | 196% |
| Returns for 10 years | 76.74 | N/A | - |
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