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EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$11.40
Change-$0.04 (-0.35%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$26.91
Change-$0.42 (-1.54%)
VolumeN/A
CapitalizationN/A
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EPIVX vs OAKIX Comparison Chart
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EPIVX vs. OAKIX commentary
Sep 21, 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 EPIVX is a StrongBuy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 18.1B vs. EPIVX (150M). EPIVX pays higher dividends than OAKIX: EPIVX (2.16) vs OAKIX (1.84). EPIVX was incepted earlier than OAKIX: EPIVX (14 years) vs OAKIX (32 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. EPIVX (16.00). OAKIX has a lower initial minimum investment than EPIVX: OAKIX (0) vs EPIVX (2500). EPIVX annual gain was more profitable for investors over the last year : 20.95 vs. OAKIX (6.45). EPIVX return over 5 years is better than : 67.82 vs. OAKIX (21.05).
| EPIVX | OAKIX | EPIVX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 15.474 | 0.261 | 5,933% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 18.1B | 1% |
| Annual Yield % from dividends | 2.16 | 1.84 | 117% |
| Returns for 1 year | 20.95 | 6.45 | 325% |
| Returns for 3 years | 32.10 | 0.80 | 4,010% |
| Returns for 5 years | 67.82 | 21.05 | 322% |
| Returns for 10 years | 29.44 | 14.25 | 207% |
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