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Analysis and predictions EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$9.61
Change-$0.02 (-0.21%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$26.31
Change+$0.15 (+0.57%)
VolumeN/A
CapitalizationN/A
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EPIVX vs OAKIX Comparison Chart
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EPIVX vs. OAKIX commentary
Dec 11, 2023
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 Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 19.8B vs. EPIVX (138M). OAKIX pays higher dividends than EPIVX: OAKIX (2.66) vs EPIVX (2.24). EPIVX was incepted earlier than OAKIX: EPIVX (14 years) vs OAKIX (31 years). EPIVX (1.77) is less costly to investors than OAKIX (1.04). OAKIX is a more actively managed with annual turnover of: 27.00 vs. EPIVX (21.00). OAKIX has a lower initial minimum investment than EPIVX: OAKIX (1000) vs EPIVX (2500). EPIVX IRA initial investment is lower compared to OAKIX: EPIVX (2500) vs OAKIX (1000). OAKIX annual gain was more profitable for investors over the last year : 12.98 vs. EPIVX (5.94). EPIVX return over 5 years is better than : 55.63 vs. OAKIX (25.72).
| EPIVX | OAKIX | EPIVX / OAKIX | |
| Total Expense Ratio | 1.77 | 1.04 | 170% |
| Annual Report Gross Expense Ratio | 1.77 | 1.04 | 170% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 5.741 | 14.342 | 40% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | 2500 | 1000 | 250% |
| Net Assets | 138M | 19.8B | 1% |
| Annual Yield % from dividends | 2.24 | 2.66 | 84% |
| Returns for 1 year | 5.94 | 12.98 | 46% |
| Returns for 3 years | 13.35 | 7.40 | 180% |
| Returns for 5 years | 55.63 | 25.72 | 216% |
| Returns for 10 years | 13.14 | 10.56 | 125% |