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EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$11.52
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets141.89M
Oakmark International Investor
Price$26.40
Change-$0.65 (-2.40%)
VolumeN/A
Net Assets13.3B
EPIVX vs OAKIX Comparison Chart
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EPIVX vs. OAKIX commentary
Apr 05, 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 Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.3B vs. EPIVX (142M). OAKIX pays higher dividends than EPIVX: OAKIX (2.28) vs EPIVX (1.62). 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 : 16.73 vs. OAKIX (0.51). EPIVX (97.56) and OAKIX (93.39) 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 | 12.163 | 5.558 | 219% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 13.3B | 1% |
| Annual Yield % from dividends | 1.62 | 2.28 | 71% |
| Returns for 1 year | 16.73 | 0.51 | 3,279% |
| Returns for 3 years | 18.61 | 6.05 | 308% |
| Returns for 5 years | 97.56 | 93.39 | 104% |
| Returns for 10 years | 58.66 | 12.97 | 452% |
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