Interact to see
Advertisement
Advertisement
IVFLX vs OANIX
IVFLX vs OANIX Comparison
Open Charts IVFLX vs OANIX
Federated Hermes Intl Strat Val Div R6
Price$4.37
Change-$0.01 (-0.23%)
VolumeN/A
Net Assets779.64M
Oakmark International Institutional
Price$31.06
Change+$0.17 (+0.55%)
VolumeN/A
Net Assets14.09B
IVFLX vs OANIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVFLX vs. OANIX 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 IVFLX is a Buy and OANIX is a Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.1B vs. IVFLX (780M). IVFLX pays higher dividends than OANIX: IVFLX (3.82) vs OANIX (2.31). IVFLX was incepted earlier than OANIX: IVFLX (9 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). OANIX annual gain was more profitable for investors over the last year : 22.47 vs. IVFLX (18.71). IVFLX (61.37) and OANIX (60.38) 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 | 9 years | 9 years | - |
| Gain YTD | 23.881 | 24.589 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 780M | 14.1B | 6% |
| Annual Yield % from dividends | 3.82 | 2.31 | 165% |
| Returns for 1 year | 18.71 | 22.47 | 83% |
| Returns for 3 years | 37.57 | 38.07 | 99% |
| Returns for 5 years | 61.37 | 60.38 | 102% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement