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EPIVX vs OAYIX
EPIVX vs OAYIX Comparison
Open Charts EPIVX vs OAYIX
EuroPac International Value A
Price$11.85
Change-$0.10 (-0.84%)
VolumeN/A
Net Assets148.66M
Oakmark International Advisor
Price$28.19
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets13.49B
EPIVX vs OAYIX Comparison Chart
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EPIVX vs. OAYIX 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 OAYIX is a Hold.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 13.5B vs. EPIVX (149M). OAYIX pays higher dividends than EPIVX: OAYIX (2.42) vs EPIVX (1.57). EPIVX was incepted earlier than OAYIX: EPIVX (15 years) vs OAYIX (8 years). EPIVX (1.73) is less costly to investors than OAYIX (0.88). OAYIX is a more actively managed with annual turnover of: 32.00 vs. EPIVX (20.00). EPIVX has a lower initial minimum investment than OAYIX: EPIVX (2500) vs OAYIX (100000). EPIVX annual gain was more profitable for investors over the last year : 20.02 vs. OAYIX (7.76). OAYIX return over 5 years is better than : 78.78 vs. EPIVX (73.29).
| EPIVX | OAYIX | EPIVX / OAYIX | |
| Total Expense Ratio | 1.73 | 0.88 | 197% |
| Annual Report Gross Expense Ratio | 1.73 | 0.88 | 197% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 17.625 | 12.911 | 137% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 13.5B | 1% |
| Annual Yield % from dividends | 1.57 | 2.42 | 65% |
| Returns for 1 year | 20.02 | 7.76 | 258% |
| Returns for 3 years | 31.14 | 25.09 | 124% |
| Returns for 5 years | 73.29 | 78.78 | 93% |
| Returns for 10 years | 61.17 | N/A | - |
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