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EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$10.34
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$24.94
Change+$0.10 (+0.40%)
VolumeN/A
CapitalizationN/A
EPIVX vs OAKIX Comparison Chart
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EPIVX vs. OAKIX commentary
Dec 25, 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 Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.2B vs. EPIVX (131M). EPIVX pays higher dividends than OAKIX: EPIVX (2.16) vs OAKIX (1.84). EPIVX was incepted earlier than OAKIX: EPIVX (15 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 : 5.70 vs. OAKIX (-4.43). EPIVX return over 5 years is better than : 48.61 vs. OAKIX (5.96).
| EPIVX | OAKIX | EPIVX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 5.387 | -5.253 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 16.2B | 1% |
| Annual Yield % from dividends | 2.16 | 1.84 | 117% |
| Returns for 1 year | 5.70 | -4.43 | -129% |
| Returns for 3 years | 17.65 | -6.95 | -254% |
| Returns for 5 years | 48.61 | 5.96 | 816% |
| Returns for 10 years | 43.94 | 13.20 | 333% |
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