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EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$13.71
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets169.61M
Oakmark International Investor
Price$31.26
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets14.33B
EPIVX vs OAKIX Comparison Chart in %
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EPIVX vs. OAKIX commentary
Sep 15, 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: 14.3B vs. EPIVX (170M). OAKIX pays higher dividends than EPIVX: OAKIX (1.99) vs EPIVX (1.38). 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 : 22.71 vs. OAKIX (21.54). EPIVX return over 5 years is better than : 73.69 vs. OAKIX (59.23).
| 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 | 34.258 | 24.990 | 137% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 14.3B | 1% |
| Annual Yield % from dividends | 1.38 | 1.99 | 69% |
| Returns for 1 year | 22.71 | 21.54 | 105% |
| Returns for 3 years | 65.76 | 49.11 | 134% |
| Returns for 5 years | 73.69 | 59.23 | 124% |
| Returns for 10 years | 160.94 | 50.45 | 319% |
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