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Analysis and predictions EPIVX vs OAYIX
EPIVX vs OAYIX Comparison
Open Charts EPIVX vs OAYIX
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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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).
| EPIVX | OAYIX | EPIVX / OAYIX | |
| Total Expense Ratio | 1.77 | 0.86 | 206% |
| Annual Report Gross Expense Ratio | 1.77 | 0.86 | 206% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 5.710 | 11.237 | 51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | 2500 | N/A | - |
| Net Assets | 139M | 19.4B | 1% |
| Annual Yield % from dividends | 2.37 | 3.19 | 74% |
| Returns for 1 year | 7.06 | 10.68 | 66% |
| Returns for 3 years | 17.37 | 7.66 | 227% |
| Returns for 5 years | 53.29 | 16.19 | 329% |
| Returns for 10 years | 11.86 | N/A | - |
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