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EPVIX vs OAKIX
EPVIX vs OAKIX Comparison
Open Charts EPVIX vs OAKIX
EuroPac International Value I
Price$14.19
Change-$0.13 (-0.91%)
VolumeN/A
Net Assets179.35M
Oakmark International Investor
Price$32.05
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets14.56B
EPVIX vs OAKIX Comparison Chart in %
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EPVIX vs. OAKIX commentary
Oct 09, 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 Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. EPVIX (179M). OAKIX pays higher dividends than EPVIX: OAKIX (1.95) vs EPVIX (1.43). 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 : 29.18 vs. OAKIX (19.18). EPVIX return over 5 years is better than : 87.48 vs. OAKIX (62.16).
| 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 | 40.369 | 28.149 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 14.6B | 1% |
| Annual Yield % from dividends | 1.43 | 1.95 | 73% |
| Returns for 1 year | 29.18 | 19.18 | 152% |
| Returns for 3 years | 82.22 | 70.76 | 116% |
| Returns for 5 years | 87.48 | 62.16 | 141% |
| Returns for 10 years | 146.61 | 48.43 | 303% |
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