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EPIVX vs OANIX
EPIVX vs OANIX Comparison
Open Charts EPIVX vs OANIX
EuroPac International Value A
Price$12.49
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets155.56M
Oakmark International Institutional
Price$30.80
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets14.37B
EPIVX vs OANIX Comparison Chart in %
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EPIVX vs. OANIX 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 OANIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 14.4B vs. EPIVX (156M). OANIX pays higher dividends than EPIVX: OANIX (2.29) vs EPIVX (1.48). 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 : 24.27 vs. OANIX (21.08). OANIX (68.54) and EPIVX (65.76) have equivalent 5 years return.
| 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 | 22.311 | 23.546 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 14.4B | 1% |
| Annual Yield % from dividends | 1.48 | 2.29 | 65% |
| Returns for 1 year | 24.27 | 21.08 | 115% |
| Returns for 3 years | 45.69 | 41.85 | 109% |
| Returns for 5 years | 65.76 | 68.54 | 96% |
| Returns for 10 years | 90.87 | N/A | - |
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