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EPVIX vs OAKIX
EPVIX vs OAKIX Comparison
Open Charts EPVIX vs OAKIX
EuroPac International Value I
Price$10.59
Change-$0.04 (-0.38%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$25.48
Change-$0.20 (-0.78%)
VolumeN/A
CapitalizationN/A
EPVIX vs OAKIX Comparison Chart
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EPVIX vs. OAKIX commentary
Dec 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 16.2B vs. EPVIX (136M). EPVIX pays higher dividends than OAKIX: EPVIX (2.40) vs OAKIX (1.84). EPVIX was incepted earlier than OAKIX: EPVIX (11 years) vs OAKIX (32 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. EPVIX (16.00). 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 : 9.18 vs. OAKIX (-0.97). EPVIX return over 5 years is better than : 56.73 vs. OAKIX (8.69).
| EPVIX | OAKIX | EPVIX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 7.978 | -2.812 | -284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 16.2B | 1% |
| Annual Yield % from dividends | 2.40 | 1.84 | 130% |
| Returns for 1 year | 9.18 | -0.97 | -949% |
| Returns for 3 years | 23.25 | -1.37 | -1,697% |
| Returns for 5 years | 56.73 | 8.69 | 653% |
| Returns for 10 years | 51.48 | 17.05 | 302% |
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