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EPIVX vs OANIX
EPIVX vs OANIX Comparison
Open Charts EPIVX vs OANIX
EuroPac International Value A
Price$13.73
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets171.89M
Oakmark International Institutional
Price$31.53
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets14.33B
EPIVX vs OANIX Comparison Chart in %
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EPIVX vs. OANIX commentary
Sep 18, 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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.3B vs. EPIVX (172M). OANIX pays higher dividends than EPIVX: OANIX (2.24) vs EPIVX (1.38). EPIVX was incepted earlier than OANIX: EPIVX (15 years) vs OANIX (9 years). EPIVX (1.73) is less costly to investors than OANIX (0.81). OANIX is a more actively managed with annual turnover of: 32.00 vs. EPIVX (20.00). EPIVX has a lower initial minimum investment than OANIX: EPIVX (2500) vs OANIX (250000). EPIVX annual gain was more profitable for investors over the last year : 22.33 vs. OANIX (20.85). EPIVX return over 5 years is better than : 73.27 vs. OANIX (62.65).
| EPIVX | OANIX | EPIVX / OANIX | |
| Total Expense Ratio | 1.73 | 0.81 | 214% |
| Annual Report Gross Expense Ratio | 1.73 | 0.81 | 214% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 34.552 | 26.474 | 131% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 14.3B | 1% |
| Annual Yield % from dividends | 1.38 | 2.24 | 62% |
| Returns for 1 year | 22.33 | 20.85 | 107% |
| Returns for 3 years | 68.82 | 53.93 | 128% |
| Returns for 5 years | 73.27 | 62.65 | 117% |
| Returns for 10 years | 156.03 | N/A | - |
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