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IVFLX vs OANIX
IVFLX vs OANIX Comparison
Open Charts IVFLX vs OANIX
Federated Hermes Intl Strat Val Div R6
Price$4.34
Change-$0.01 (-0.23%)
VolumeN/A
Net Assets776.17M
Oakmark International Institutional
Price$30.80
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets14.37B
IVFLX vs OANIX Comparison Chart in %
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IVFLX vs. OANIX commentary
Jul 07, 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 OANIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.4B vs. IVFLX (776M). IVFLX pays higher dividends than OANIX: IVFLX (3.52) vs OANIX (2.29). IVFLX was incepted earlier than OANIX: IVFLX (8 years) vs OANIX (9 years). IVFLX (0.93) is less costly to investors than OANIX (0.81). IVFLX is a more actively managed with annual turnover of: 39.00 vs. OANIX (32.00). IVFLX has a lower initial minimum investment than OANIX: IVFLX (0) vs OANIX (250000). IVFLX annual gain was more profitable for investors over the last year : 24.87 vs. OANIX (21.08). OANIX (68.54) and IVFLX (66.92) have equivalent 5 years return.
| IVFLX | OANIX | IVFLX / OANIX | |
| Total Expense Ratio | 0.85 | 0.81 | 105% |
| Annual Report Gross Expense Ratio | 0.93 | 0.81 | 115% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 22.667 | 23.546 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 14.4B | 5% |
| Annual Yield % from dividends | 3.52 | 2.29 | 154% |
| Returns for 1 year | 24.87 | 21.08 | 118% |
| Returns for 3 years | 38.33 | 41.85 | 92% |
| Returns for 5 years | 66.92 | 68.54 | 98% |
| Returns for 10 years | N/A | N/A | - |
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