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EPIVX vs OAYIX
EPIVX vs OAYIX Comparison
Open Charts EPIVX vs OAYIX
EuroPac International Value A
Price$12.38
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets153.65M
Oakmark International Advisor
Price$30.85
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets14.37B
EPIVX vs OAYIX Comparison Chart in %
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EPIVX vs. OAYIX commentary
Jul 10, 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 Hold and OAYIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 14.4B vs. EPIVX (154M). OAYIX pays higher dividends than EPIVX: OAYIX (2.21) vs EPIVX (1.48). EPIVX was incepted earlier than OAYIX: EPIVX (15 years) vs OAYIX (9 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 (22.09) and OAYIX (21.36) have marching annual gain over last year. OAYIX return over 5 years is better than : 67.29 vs. EPIVX (61.47).
| 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 | 9 years | - |
| Gain YTD | 20.744 | 23.697 | 88% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 14.4B | 1% |
| Annual Yield % from dividends | 1.48 | 2.21 | 67% |
| Returns for 1 year | 22.09 | 21.36 | 103% |
| Returns for 3 years | 46.07 | 42.85 | 108% |
| Returns for 5 years | 61.47 | 67.29 | 91% |
| Returns for 10 years | 89.43 | N/A | - |
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