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EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$12.49
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets155.56M
Oakmark International Investor
Price$30.86
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets14.37B
EPIVX vs OAKIX Comparison Chart in %
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EPIVX vs. OAKIX commentary
Jul 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. EPIVX (156M). OAKIX pays higher dividends than EPIVX: OAKIX (2.03) vs EPIVX (1.48). 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 : 24.27 vs. OAKIX (20.77). OAKIX (67.07) and EPIVX (65.76) 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 | 22.311 | 23.391 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 14.4B | 1% |
| Annual Yield % from dividends | 1.48 | 2.03 | 73% |
| Returns for 1 year | 24.27 | 20.77 | 117% |
| Returns for 3 years | 45.69 | 41.26 | 111% |
| Returns for 5 years | 65.76 | 67.07 | 98% |
| Returns for 10 years | 90.87 | 37.11 | 245% |
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