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EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$12.91
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets160.92M
Oakmark International Investor
Price$30.53
Change+$0.42 (+1.39%)
VolumeN/A
Net Assets14.09B
EPIVX vs OAKIX Comparison Chart in %
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EPIVX vs. OAKIX commentary
Aug 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 EPIVX is a StrongBuy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. EPIVX (161M). OAKIX pays higher dividends than EPIVX: OAKIX (2.05) vs EPIVX (1.48). EPIVX was incepted earlier than OAKIX: EPIVX (15 years) vs OAKIX (33 years). EPIVX (1.73) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. EPIVX (20.00). 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 : 25.11 vs. OAKIX (22.23). EPIVX (61.18) and OAKIX (58.40) have equivalent 5 years return.
| EPIVX | OAKIX | EPIVX / OAKIX | |
| Total Expense Ratio | 1.73 | 1.05 | 165% |
| Annual Report Gross Expense Ratio | 1.73 | 1.05 | 165% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 26.032 | 20.392 | 128% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 14.1B | 1% |
| Annual Yield % from dividends | 1.48 | 2.05 | 72% |
| Returns for 1 year | 25.11 | 22.23 | 113% |
| Returns for 3 years | 51.12 | 34.64 | 148% |
| Returns for 5 years | 61.18 | 58.40 | 105% |
| Returns for 10 years | 111.51 | 29.36 | 380% |
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