Interact to see
Advertisement
Advertisement
IVFIX vs OANIX
IVFIX vs OANIX Comparison
Open Charts IVFIX vs OANIX
Federated Hermes Intl Strat Val Div IS
Price$4.64
Change+$0.04 (+0.87%)
VolumeN/A
Net Assets799.15M
Oakmark International Institutional
Price$33.56
Change+$0.24 (+0.72%)
VolumeN/A
Net Assets14.5B
IVFIX vs OANIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVFIX vs. OANIX commentary
Jan 15, 2026
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 Hold and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.5B vs. IVFIX (799M). IVFIX pays higher dividends than OANIX: IVFIX (3.65) vs OANIX (2.12). 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). OANIX annual gain was more profitable for investors over the last year : 40.52 vs. IVFIX (31.93). IVFIX return over 5 years is better than : 59.59 vs. OANIX (37.09).
| 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 | 0.000 | 3.612 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 14.5B | 6% |
| Annual Yield % from dividends | 3.65 | 2.12 | 172% |
| Returns for 1 year | 31.93 | 40.52 | 79% |
| Returns for 3 years | 42.36 | 40.62 | 104% |
| Returns for 5 years | 59.59 | 37.09 | 161% |
| Returns for 10 years | 91.96 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement