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EPIVX vs OANIX
EPIVX vs OANIX Comparison
Open Charts EPIVX vs OANIX
EuroPac International Value A
Price$11.85
Change-$0.10 (-0.84%)
VolumeN/A
Net Assets148.66M
Oakmark International Institutional
Price$28.19
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets13.49B
EPIVX vs OANIX Comparison Chart
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EPIVX vs. OANIX commentary
May 09, 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: 13.5B vs. EPIVX (149M). OANIX pays higher dividends than EPIVX: OANIX (2.50) vs EPIVX (1.57). EPIVX was incepted earlier than OANIX: EPIVX (15 years) vs OANIX (8 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 : 20.02 vs. OANIX (7.81). OANIX return over 5 years is better than : 79.38 vs. EPIVX (73.29).
| 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 | 8 years | - |
| Gain YTD | 17.625 | 12.956 | 136% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 13.5B | 1% |
| Annual Yield % from dividends | 1.57 | 2.50 | 63% |
| Returns for 1 year | 20.02 | 7.81 | 256% |
| Returns for 3 years | 31.14 | 28.45 | 109% |
| Returns for 5 years | 73.29 | 79.38 | 92% |
| Returns for 10 years | 61.17 | N/A | - |
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