EPIVX
Price
$14.02
Change
-$0.06 (-0.43%)
Updated
Oct 14 closing price
Net Assets
177.32M
OAKIX
Price
$31.45
Change
-$0.07 (-0.22%)
Updated
Oct 14 closing price
Net Assets
14.56B
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EPIVX vs OAKIX

Header iconEPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIXBanner chart's image
EuroPac International Value A
Price$14.02
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets177.32M
Oakmark International Investor
Price$31.45
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets14.56B
EPIVX vs OAKIX Comparison Chart in %
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EPIVX vs. OAKIX commentary
Oct 15, 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 Hold and OAKIX is a Hold.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. EPIVX (177M). OAKIX pays higher dividends than EPIVX: OAKIX (1.95) vs EPIVX (1.21). EPIVX was incepted earlier than OAKIX: EPIVX (16 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 : 27.15 vs. OAKIX (18.03). EPIVX return over 5 years is better than : 83.13 vs. OAKIX (64.79).
EPIVXOAKIXEPIVX / OAKIX
Total Expense Ratio1.731.05165%
Annual Report Gross Expense Ratio1.731.05165%
Fund Existence16 years33 years-
Gain YTD38.15825.750148%
Front Load5%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets177M14.6B1%
Annual Yield % from dividends1.211.9562%
Returns for 1 year27.1518.03151%
Returns for 3 years81.9868.42120%
Returns for 5 years83.1364.79128%
Returns for 10 years138.6547.23294%
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