Interact to see
Advertisement
Advertisement
EPIVX vs OAZIX
EPIVX vs OAZIX Comparison
Open Charts EPIVX vs OAZIX
EuroPac International Value A
Price$13.73
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets171.89M
Oakmark International R6
Price$31.55
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets14.33B
EPIVX vs OAZIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
OAZIX has more cash in the bank: 14.3B vs. EPIVX (172M). OAZIX pays higher dividends than EPIVX: OAZIX (2.30) vs EPIVX (1.38). EPIVX was incepted earlier than OAZIX: EPIVX (15 years) vs OAZIX (5 years). EPIVX (1.73) is less costly to investors than OAZIX (0.75). OAZIX is a more actively managed with annual turnover of: 32.00 vs. EPIVX (20.00). EPIVX has a lower initial minimum investment than OAZIX: EPIVX (2500) vs OAZIX (1000000). EPIVX annual gain was more profitable for investors over the last year : 22.33 vs. OAZIX (20.96).
| EPIVX | OAZIX | EPIVX / OAZIX | |
| Total Expense Ratio | 1.73 | 0.75 | 231% |
| Annual Report Gross Expense Ratio | 1.73 | 0.75 | 231% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 34.552 | 26.504 | 130% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 14.3B | 1% |
| Annual Yield % from dividends | 1.38 | 2.30 | 60% |
| Returns for 1 year | 22.33 | 20.96 | 107% |
| Returns for 3 years | 68.82 | 54.14 | 127% |
| Returns for 5 years | 73.27 | N/A | - |
| Returns for 10 years | 156.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement