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EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$11.85
Change-$0.10 (-0.84%)
VolumeN/A
Net Assets148.66M
Oakmark International Investor
Price$28.25
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets13.49B
EPIVX vs OAKIX Comparison Chart
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EPIVX vs. OAKIX commentary
May 09, 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: 13.5B vs. EPIVX (149M). OAKIX pays higher dividends than EPIVX: OAKIX (2.21) vs EPIVX (1.57). 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 : 20.02 vs. OAKIX (7.56). OAKIX return over 5 years is better than : 77.74 vs. EPIVX (73.29).
| 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 | 17.625 | 12.835 | 137% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 13.5B | 1% |
| Annual Yield % from dividends | 1.57 | 2.21 | 71% |
| Returns for 1 year | 20.02 | 7.56 | 265% |
| Returns for 3 years | 31.14 | 24.74 | 126% |
| Returns for 5 years | 73.29 | 77.74 | 94% |
| Returns for 10 years | 61.17 | 19.63 | 312% |
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