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EPVIX vs OAKIX
EPVIX vs OAKIX Comparison
Open Charts EPVIX vs OAKIX
EuroPac International Value I
Price$12.09
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets149.72M
Oakmark International Investor
Price$29.16
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets13.49B
EPVIX vs OAKIX Comparison Chart
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EPVIX vs. OAKIX commentary
May 26, 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 StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.5B vs. EPVIX (150M). OAKIX pays higher dividends than EPVIX: OAKIX (2.21) vs EPVIX (1.80). 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 : 19.22 vs. OAKIX (10.65). OAKIX return over 5 years is better than : 85.09 vs. EPVIX (74.28).
| 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 | 17.648 | 16.593 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 13.5B | 1% |
| Annual Yield % from dividends | 1.80 | 2.21 | 81% |
| Returns for 1 year | 19.22 | 10.65 | 180% |
| Returns for 3 years | 30.08 | 24.82 | 121% |
| Returns for 5 years | 74.28 | 85.09 | 87% |
| Returns for 10 years | 71.95 | 24.64 | 292% |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BNDX | 49.11 | 0.28 | +0.57% |
| Vanguard Total International Bond ETF | |||
| UMI | 49.76 | 0.20 | +0.41% |
| USCF Midstream Energy Income ETF | |||
| EDF | 4.91 | -0.01 | -0.20% |
| Virtus Stone Harbor Emerging Markets Income Fund | |||
| FTHI | 21.82 | -0.08 | -0.37% |
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| THLV | 27.51 | -0.14 | -0.50% |
| THOR Equal Weight Low Volatility ETF | |||