EPIVX
Price
$9.65
Change
+$0.01 (+0.10%)
Updated
Nov 27, 6:59 PM EST
OAYIX
Price
$25.54
Change
-$0.06 (-0.23%)
Updated
Nov 27, 6:59 PM EST
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Analysis and predictions EPIVX vs OAYIX

Header iconEPIVX vs OAYIX Comparison
Open Charts EPIVX vs OAYIXBanner chart's image
EuroPac International Value A
Price$9.65
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
Oakmark International Advisor
Price$25.54
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
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EPIVX vs OAYIX Comparison Chart

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VS
EPIVX vs. OAYIX 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 OAYIX is a Hold.

FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 19.4B vs. EPIVX (139M). OAYIX pays higher dividends than EPIVX: OAYIX (3.19) vs EPIVX (2.37). EPIVX was incepted earlier than OAYIX: EPIVX (14 years) vs OAYIX (7 years). EPIVX (1.77) is less costly to investors than OAYIX (0.86). OAYIX is a more actively managed with annual turnover of: 35.00 vs. EPIVX (21.00). EPIVX has a lower initial minimum investment than OAYIX: EPIVX (2500) vs OAYIX (100000). OAYIX annual gain was more profitable for investors over the last year : 10.68 vs. EPIVX (7.06). EPIVX return over 5 years is better than : 53.29 vs. OAYIX (16.19).
EPIVXOAYIXEPIVX / OAYIX
Total Expense Ratio1.770.86206%
Annual Report Gross Expense Ratio1.770.86206%
Fund Existence14 years7 years-
Gain YTD5.71011.23751%
Front Load5%N/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRA2500N/A-
Net Assets139M19.4B1%
Annual Yield % from dividends2.373.1974%
Returns for 1 year7.0610.6866%
Returns for 3 years17.377.66227%
Returns for 5 years53.2916.19329%
Returns for 10 years11.86N/A-
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