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IVFLX vs OAKIX
IVFLX vs OAKIX Comparison
Open Charts IVFLX vs OAKIX
Federated Hermes Intl Strat Val Div R6
Price$4.84
Change+$0.06 (+1.26%)
VolumeN/A
Net Assets834.51M
Oakmark International Investor
Price$33.45
Change+$1.55 (+4.86%)
VolumeN/A
Net Assets14.6B
IVFLX vs OAKIX Comparison Chart in %
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IVFLX vs. OAKIX commentary
Feb 04, 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 IVFLX is a Hold and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. IVFLX (835M). IVFLX pays higher dividends than OAKIX: IVFLX (3.48) vs OAKIX (1.80). 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 : 32.97 vs. OAKIX (30.78). IVFLX return over 5 years is better than : 68.42 vs. OAKIX (34.40).
| 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 | 4.226 | 2.923 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 14.6B | 6% |
| Annual Yield % from dividends | 3.48 | 1.80 | 194% |
| Returns for 1 year | 32.97 | 30.78 | 107% |
| Returns for 3 years | 49.59 | 33.96 | 146% |
| Returns for 5 years | 68.42 | 34.40 | 199% |
| Returns for 10 years | N/A | 93.99 | - |
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