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EPIVX vs OANIX
EPIVX vs OANIX Comparison
Open Charts EPIVX vs OANIX
EuroPac International Value A
Price$11.40
Change-$0.04 (-0.35%)
VolumeN/A
CapitalizationN/A
Oakmark International Institutional
Price$26.88
Change-$0.43 (-1.57%)
VolumeN/A
CapitalizationN/A
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EPIVX vs OANIX Comparison Chart
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EPIVX vs. OANIX commentary
Sep 21, 2024
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 StrongBuy and OANIX is a Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 18.1B vs. EPIVX (150M). EPIVX (2.16) and OANIX (2.11) have matching dividends . EPIVX was incepted earlier than OANIX: EPIVX (14 years) vs OANIX (8 years). OANIX is a more actively managed with annual turnover of: 27.00 vs. EPIVX (16.00). 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 : 20.95 vs. OANIX (5.20). EPIVX return over 5 years is better than : 67.82 vs. OANIX (21.45).
| EPIVX | OANIX | EPIVX / OANIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 15.474 | -0.075 | -20,712% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 18.1B | 1% |
| Annual Yield % from dividends | 2.16 | 2.11 | 102% |
| Returns for 1 year | 20.95 | 5.20 | 403% |
| Returns for 3 years | 32.10 | -1.49 | -2,150% |
| Returns for 5 years | 67.82 | 21.45 | 316% |
| Returns for 10 years | 29.44 | N/A | - |