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EPVIX vs OAKIX
EPVIX vs OAKIX Comparison
Open Charts EPVIX vs OAKIX
EuroPac International Value I
Price$12.91
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets160.58M
Oakmark International Investor
Price$30.53
Change+$0.42 (+1.39%)
VolumeN/A
Net Assets14.09B
EPVIX vs OAKIX Comparison Chart in %
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EPVIX vs. OAKIX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. EPVIX (161M). 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 : 24.11 vs. OAKIX (22.23). EPVIX return over 5 years is better than : 62.20 vs. OAKIX (58.40).
| 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 | 25.336 | 20.392 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 14.1B | 1% |
| Annual Yield % from dividends | 1.72 | 2.05 | 84% |
| Returns for 1 year | 24.11 | 22.23 | 108% |
| Returns for 3 years | 52.36 | 34.64 | 151% |
| Returns for 5 years | 62.20 | 58.40 | 107% |
| Returns for 10 years | 118.61 | 29.36 | 404% |
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