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EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$13.24
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets163.91M
Oakmark International Investor
Price$31.06
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets14.09B
EPIVX vs OAKIX Comparison Chart in %
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EPIVX vs. OAKIX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. EPIVX (164M). 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 : 19.36 vs. OAKIX (17.68). EPIVX return over 5 years is better than : 66.45 vs. OAKIX (55.37).
| 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 | 29.558 | 24.190 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 14.1B | 1% |
| Annual Yield % from dividends | 1.48 | 2.05 | 72% |
| Returns for 1 year | 19.36 | 17.68 | 109% |
| Returns for 3 years | 57.08 | 48.97 | 117% |
| Returns for 5 years | 66.45 | 55.37 | 120% |
| Returns for 10 years | 139.20 | 47.26 | 295% |
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