Interact to see
Advertisement
Advertisement
EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$12.42
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets152.84M
Oakmark International Investor
Price$30.00
Change+$0.26 (+0.87%)
VolumeN/A
Net Assets14.15B
EPIVX vs OAKIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EPIVX vs. OAKIX commentary
Jun 27, 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: 14.1B vs. EPIVX (153M). OAKIX pays higher dividends than EPIVX: OAKIX (2.09) vs EPIVX (1.55). 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 : 23.54 vs. OAKIX (18.95). OAKIX (68.52) and EPIVX (66.96) 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 | 20.356 | 19.952 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 14.1B | 1% |
| Annual Yield % from dividends | 1.55 | 2.09 | 74% |
| Returns for 1 year | 23.54 | 18.95 | 124% |
| Returns for 3 years | 39.63 | 33.23 | 119% |
| Returns for 5 years | 66.96 | 68.52 | 98% |
| Returns for 10 years | 84.64 | 31.40 | 270% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DBJP | 75.89 | 1.36 | +1.83% |
| Xtrackers MSCI Japan Hedged Equity ETF | |||
| SPTI | 28.75 | 0.08 | +0.28% |
| SPDR® Portfolio Intmdt Term Trs ETF | |||
| HYTR | 21.69 | 0.06 | +0.26% |
| Counterpoint High Yield Trend ETF | |||
| BTZ | 10.84 | 0.02 | +0.18% |
| BlackRock Credit Allocation Income Trust | |||
| ZSL | 25.01 | -1.03 | -3.97% |
| ProShares UltraShort Silver | |||