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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-$0.00 (-0.00%)
VolumeN/A
Net Assets781.71M
Oakmark International Advisor
Price$30.66
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets14.33B
IVFIX vs OAYIX Comparison Chart in %
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IVFIX vs. OAYIX commentary
Sep 08, 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 Hold and OAYIX is a Hold.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 14.3B vs. IVFIX (782M). IVFIX pays higher dividends than OAYIX: IVFIX (3.60) vs OAYIX (2.17). 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 : 17.24 vs. IVFIX (14.16). IVFIX return over 5 years is better than : 64.56 vs. OAYIX (55.66).
| 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 | 24.345 | 22.935 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 14.3B | 5% |
| Annual Yield % from dividends | 3.60 | 2.17 | 166% |
| Returns for 1 year | 14.16 | 17.24 | 82% |
| Returns for 3 years | 47.72 | 50.70 | 94% |
| Returns for 5 years | 64.56 | 55.66 | 116% |
| Returns for 10 years | 67.29 | N/A | - |
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