EPIVX
Price
$9.65
Change
+$0.01 (+0.10%)
Updated
Nov 27, 6:59 PM EST
OANIX
Price
$25.56
Change
-$0.05 (-0.20%)
Updated
Nov 27, 6:59 PM EST
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Compare trend and price EPIVX vs OANIX

Header iconEPIVX vs OANIX Comparison
Open Charts EPIVX vs OANIXBanner chart's image
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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VS
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).
EPIVXOANIXEPIVX / OANIX
Total Expense Ratio1.770.79224%
Annual Report Gross Expense Ratio1.770.79224%
Fund Existence14 years7 years-
Gain YTD5.71011.37350%
Front Load5%N/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRA2500N/A-
Net Assets139M19.4B1%
Annual Yield % from dividends2.373.2673%
Returns for 1 year7.0610.8065%
Returns for 3 years17.377.90220%
Returns for 5 years53.2916.64320%
Returns for 10 years11.86N/A-
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