Ad is loading...
EPDIX vs OANIX
EPDIX vs OANIX Comparison
Open Charts EPDIX vs OANIX
EuroPac International Dividend Income I
Price$9.06
Change+$0.05 (+0.55%)
VolumeN/A
CapitalizationN/A
Oakmark International Institutional
Price$24.82
Change+$0.12 (+0.49%)
VolumeN/A
CapitalizationN/A
EPDIX vs OANIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EPDIX vs. OANIX commentary
Dec 23, 2024
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 EPDIX is a Hold and OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 16.2B vs. EPDIX (108M). EPDIX pays higher dividends than OANIX: EPDIX (3.66) vs OANIX (2.11). EPDIX was incepted earlier than OANIX: EPDIX (11 years) vs OANIX (8 years). OANIX is a more actively managed with annual turnover of: 27.00 vs. EPDIX (8.00). EPDIX has a lower initial minimum investment than OANIX: EPDIX (5000) vs OANIX (250000). EPDIX annual gain was more profitable for investors over the last year : 0.66 vs. OANIX (-4.23). EPDIX return over 5 years is better than : 31.64 vs. OANIX (7.27).
| EPDIX | OANIX | EPDIX / OANIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 0.124 | -4.800 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 16.2B | 1% |
| Annual Yield % from dividends | 3.66 | 2.11 | 174% |
| Returns for 1 year | 0.66 | -4.23 | -16% |
| Returns for 3 years | 11.83 | -4.37 | -271% |
| Returns for 5 years | 31.64 | 7.27 | 435% |
| Returns for 10 years | 24.85 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers