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EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$10.61
Change+$0.06 (+0.57%)
VolumeN/A
Net Assets131.52M
Oakmark International Investor
Price$25.97
Change+$0.21 (+0.82%)
VolumeN/A
Net Assets15.48B
EPIVX vs OAKIX Comparison Chart
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EPIVX vs. OAKIX commentary
Jan 24, 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.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 15.5B vs. EPIVX (132M). 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 : 12.88 vs. OAKIX (2.69). EPIVX return over 5 years is better than : 50.25 vs. OAKIX (14.04).
| 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 | 3.010 | 3.838 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 15.5B | 1% |
| Annual Yield % from dividends | 2.16 | 1.84 | 117% |
| Returns for 1 year | 12.88 | 2.69 | 478% |
| Returns for 3 years | 17.55 | -3.45 | -509% |
| Returns for 5 years | 50.25 | 14.04 | 358% |
| Returns for 10 years | 42.81 | 19.51 | 219% |
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