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EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$14.28
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets178.01M
Oakmark International Investor
Price$32.23
Change-$0.11 (-0.34%)
VolumeN/A
Net Assets14.56B
EPIVX vs OAKIX Comparison Chart in %
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EPIVX vs. OAKIX commentary
Oct 07, 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: 14.6B vs. EPIVX (178M). 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 : 27.37 vs. OAKIX (19.46). EPIVX return over 5 years is better than : 85.77 vs. OAKIX (64.57).
| EPIVX | OAKIX | EPIVX / OAKIX | |
| Total Expense Ratio | 1.73 | 1.05 | 165% |
| Annual Report Gross Expense Ratio | 1.73 | 1.05 | 165% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 39.140 | 28.868 | 136% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 14.6B | 1% |
| Annual Yield % from dividends | 1.21 | 1.95 | 62% |
| Returns for 1 year | 27.37 | 19.46 | 141% |
| Returns for 3 years | 79.55 | 71.72 | 111% |
| Returns for 5 years | 85.77 | 64.57 | 133% |
| Returns for 10 years | 138.94 | 49.27 | 282% |
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