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IVFLX vs OANIX
IVFLX vs OANIX Comparison
Open Charts IVFLX vs OANIX
Federated Hermes Intl Strat Val Div R6
Price$4.43
Change+$0.02 (+0.45%)
VolumeN/A
Net Assets776.2M
Oakmark International Institutional
Price$31.98
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets14.56B
IVFLX vs OANIX Comparison Chart in %
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IVFLX vs. OANIX commentary
Oct 19, 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 Hold and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.6B vs. IVFLX (776M). IVFLX pays higher dividends than OANIX: IVFLX (3.64) vs OANIX (2.20). 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 : 20.99 vs. IVFLX (15.48). IVFLX (66.49) and OANIX (66.41) 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 | 26.151 | 28.279 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 14.6B | 5% |
| Annual Yield % from dividends | 3.64 | 2.20 | 166% |
| Returns for 1 year | 15.48 | 20.99 | 74% |
| Returns for 3 years | 59.85 | 63.90 | 94% |
| Returns for 5 years | 66.49 | 66.41 | 100% |
| Returns for 10 years | N/A | N/A | - |
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