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IVFLX vs OAYIX
IVFLX vs OAYIX Comparison
Open Charts IVFLX vs OAYIX
Federated Hermes Intl Strat Val Div R6
Price$4.40
Change+$0.03 (+0.69%)
VolumeN/A
Net Assets787.24M
Oakmark International Advisor
Price$31.20
Change+$0.54 (+1.76%)
VolumeN/A
Net Assets14.33B
IVFLX vs OAYIX Comparison Chart in %
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IVFLX vs. OAYIX commentary
Sep 09, 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 OAYIX is a Hold.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 14.3B vs. IVFLX (787M). IVFLX pays higher dividends than OAYIX: IVFLX (3.62) vs OAYIX (2.17). IVFLX was incepted earlier than OAYIX: IVFLX (9 years) vs OAYIX (9 years). IVFLX (0.93) is less costly to investors than OAYIX (0.88). IVFLX is a more actively managed with annual turnover of: 39.00 vs. OAYIX (32.00). IVFLX has a lower initial minimum investment than OAYIX: IVFLX (0) vs OAYIX (100000). OAYIX annual gain was more profitable for investors over the last year : 18.46 vs. IVFLX (14.70). IVFLX return over 5 years is better than : 65.45 vs. OAYIX (57.29).
| IVFLX | OAYIX | IVFLX / OAYIX | |
| Total Expense Ratio | 0.85 | 0.88 | 97% |
| Annual Report Gross Expense Ratio | 0.93 | 0.88 | 106% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 24.926 | 24.218 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 787M | 14.3B | 6% |
| Annual Yield % from dividends | 3.62 | 2.17 | 167% |
| Returns for 1 year | 14.70 | 18.46 | 80% |
| Returns for 3 years | 48.47 | 52.27 | 93% |
| Returns for 5 years | 65.45 | 57.29 | 114% |
| Returns for 10 years | N/A | N/A | - |
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