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IVFLX vs OANIX
IVFLX vs OANIX Comparison
Open Charts IVFLX vs OANIX
Federated Hermes Intl Strat Val Div R6
Price$4.84
Change+$0.06 (+1.26%)
VolumeN/A
Net Assets834.51M
Oakmark International Institutional
Price$33.34
Change+$1.48 (+4.65%)
VolumeN/A
Net Assets14.6B
IVFLX vs OANIX Comparison Chart in %
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IVFLX vs. OANIX commentary
Feb 05, 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 OANIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.6B vs. IVFLX (835M). IVFLX pays higher dividends than OANIX: IVFLX (3.48) vs OANIX (2.07). 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). OANIX is a more actively managed with annual turnover of: 51.00 vs. IVFLX (39.00). 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 : 32.97 vs. OANIX (31.06). IVFLX return over 5 years is better than : 68.42 vs. OANIX (35.58).
| 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 | 4.226 | 2.933 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 14.6B | 6% |
| Annual Yield % from dividends | 3.48 | 2.07 | 169% |
| Returns for 1 year | 32.97 | 31.06 | 106% |
| Returns for 3 years | 49.59 | 34.90 | 142% |
| Returns for 5 years | 68.42 | 35.58 | 192% |
| Returns for 10 years | N/A | N/A | - |
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