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Compare trend and price EPIVX vs OANIX
EPIVX vs OANIX Comparison
Open Charts EPIVX vs OANIX
EuroPac International Value A
Price$9.65
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
Oakmark International Institutional
Price$25.56
Change-$0.05 (-0.20%)
VolumeN/A
CapitalizationN/A
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EPIVX vs OANIX Comparison Chart
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EPIVX vs. OANIX commentary
Nov 28, 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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 19.4B vs. EPIVX (139M). OANIX pays higher dividends than EPIVX: OANIX (3.26) vs EPIVX (2.37). EPIVX was incepted earlier than OANIX: EPIVX (14 years) vs OANIX (7 years). EPIVX (1.77) is less costly to investors than OANIX (0.79). OANIX is a more actively managed with annual turnover of: 35.00 vs. EPIVX (21.00). EPIVX has a lower initial minimum investment than OANIX: EPIVX (2500) vs OANIX (250000). OANIX annual gain was more profitable for investors over the last year : 10.80 vs. EPIVX (7.06). EPIVX return over 5 years is better than : 53.29 vs. OANIX (16.64).
| EPIVX | OANIX | EPIVX / OANIX | |
| Total Expense Ratio | 1.77 | 0.79 | 224% |
| Annual Report Gross Expense Ratio | 1.77 | 0.79 | 224% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 5.710 | 11.373 | 50% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | 2500 | N/A | - |
| Net Assets | 139M | 19.4B | 1% |
| Annual Yield % from dividends | 2.37 | 3.26 | 73% |
| Returns for 1 year | 7.06 | 10.80 | 65% |
| Returns for 3 years | 17.37 | 7.90 | 220% |
| Returns for 5 years | 53.29 | 16.64 | 320% |
| Returns for 10 years | 11.86 | N/A | - |
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