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IVFIX vs OAYIX
IVFIX vs OAYIX Comparison
Open Charts IVFIX vs OAYIX
Federated Hermes Intl Strat Val Div IS
Price$4.38
Change-$0.01 (-0.23%)
VolumeN/A
Net Assets779.64M
Oakmark International Advisor
Price$31.05
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets14.09B
IVFIX vs OAYIX Comparison Chart in %
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IVFIX vs. OAYIX commentary
Aug 18, 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 OAYIX is a Buy.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 14.1B vs. IVFIX (780M). IVFIX pays higher dividends than OAYIX: IVFIX (3.80) vs OAYIX (2.24). IVFIX was incepted earlier than OAYIX: IVFIX (17 years) vs OAYIX (9 years). IVFIX (1.01) is less costly to investors than OAYIX (0.88). IVFIX is a more actively managed with annual turnover of: 39.00 vs. OAYIX (32.00). OAYIX has a lower initial minimum investment than IVFIX: OAYIX (100000) vs IVFIX (1000000). OAYIX annual gain was more profitable for investors over the last year : 22.38 vs. IVFIX (18.66). IVFIX (61.59) and OAYIX (59.93) have equivalent 5 years return.
| IVFIX | OAYIX | IVFIX / OAYIX | |
| Total Expense Ratio | 0.86 | 0.88 | 98% |
| Annual Report Gross Expense Ratio | 1.01 | 0.88 | 115% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 24.151 | 24.499 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 780M | 14.1B | 6% |
| Annual Yield % from dividends | 3.80 | 2.24 | 170% |
| Returns for 1 year | 18.66 | 22.38 | 83% |
| Returns for 3 years | 37.43 | 37.86 | 99% |
| Returns for 5 years | 61.59 | 59.93 | 103% |
| Returns for 10 years | 58.22 | N/A | - |
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