EPIVX
Price
$9.61
Change
-$0.02 (-0.21%)
Updated
Dec 8, 6:59 PM EST
OAKIX
Price
$26.31
Change
+$0.15 (+0.57%)
Updated
Dec 8, 6:59 PM EST
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Analysis and predictions EPIVX vs OAKIX

Header iconEPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIXBanner chart's image
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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VS
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).
EPIVXOAKIXEPIVX / OAKIX
Total Expense Ratio1.771.04170%
Annual Report Gross Expense Ratio1.771.04170%
Fund Existence14 years31 years-
Gain YTD5.74114.34240%
Front Load5%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRA25001000250%
Net Assets138M19.8B1%
Annual Yield % from dividends2.242.6684%
Returns for 1 year5.9412.9846%
Returns for 3 years13.357.40180%
Returns for 5 years55.6325.72216%
Returns for 10 years13.1410.56125%
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