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IVFLX vs OAKIX
IVFLX vs OAKIX Comparison
Open Charts IVFLX vs OAKIX
Federated Hermes Intl Strat Val Div R6
Price$4.60
Change+$0.03 (+0.66%)
VolumeN/A
Net Assets805.69M
Oakmark International Investor
Price$32.50
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets14.23B
IVFLX vs OAKIX Comparison Chart in %
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IVFLX vs. OAKIX commentary
Dec 27, 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 IVFLX is a Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.2B vs. IVFLX (806M). IVFLX pays higher dividends than OAKIX: IVFLX (3.69) vs OAKIX (1.93). IVFLX was incepted earlier than OAKIX: IVFLX (9 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than IVFLX (0.93). OAKIX is a more actively managed with annual turnover of: 51.00 vs. IVFLX (39.00). IVFLX (0) and OAKIX (0) have matching initial minimum investment requirements. IVFLX annual gain was more profitable for investors over the last year : 31.33 vs. OAKIX (29.69). IVFLX return over 5 years is better than : 63.32 vs. OAKIX (31.81).
| IVFLX | OAKIX | IVFLX / OAKIX | |
| Total Expense Ratio | 0.85 | 1.05 | 81% |
| Annual Report Gross Expense Ratio | 0.93 | 1.05 | 89% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 31.360 | 29.948 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 806M | 14.2B | 6% |
| Annual Yield % from dividends | 3.69 | 1.93 | 191% |
| Returns for 1 year | 31.33 | 29.69 | 106% |
| Returns for 3 years | 47.50 | 46.96 | 101% |
| Returns for 5 years | 63.32 | 31.81 | 199% |
| Returns for 10 years | N/A | 62.34 | - |
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