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EPVIX vs OAKIX
EPVIX vs OAKIX Comparison
Open Charts EPVIX vs OAKIX
EuroPac International Value I
Price$13.37
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets163.91M
Oakmark International Investor
Price$30.93
Change-$0.13 (-0.42%)
VolumeN/A
Net Assets14.09B
EPVIX vs OAKIX Comparison Chart in %
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EPVIX vs. OAKIX commentary
Aug 30, 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 EPVIX is a Buy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. EPVIX (164M). OAKIX pays higher dividends than EPVIX: OAKIX (2.05) vs EPVIX (1.72). EPVIX was incepted earlier than OAKIX: EPVIX (12 years) vs OAKIX (33 years). EPVIX (1.48) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. EPVIX (20.00). OAKIX has a lower initial minimum investment than EPVIX: OAKIX (0) vs EPVIX (5000). EPVIX annual gain was more profitable for investors over the last year : 19.04 vs. OAKIX (17.51). EPVIX return over 5 years is better than : 68.72 vs. OAKIX (55.37).
| EPVIX | OAKIX | EPVIX / OAKIX | |
| Total Expense Ratio | 1.48 | 1.05 | 141% |
| Annual Report Gross Expense Ratio | 1.48 | 1.05 | 141% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 29.931 | 24.190 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 14.1B | 1% |
| Annual Yield % from dividends | 1.72 | 2.05 | 84% |
| Returns for 1 year | 19.04 | 17.51 | 109% |
| Returns for 3 years | 60.26 | 48.43 | 124% |
| Returns for 5 years | 68.72 | 55.37 | 124% |
| Returns for 10 years | 151.28 | 51.92 | 291% |
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