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EPVIX vs OAKIX
EPVIX vs OAKIX Comparison
Open Charts EPVIX vs OAKIX
EuroPac International Value I
Price$10.47
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets130.24M
Oakmark International Investor
Price$25.25
Change+$0.22 (+0.88%)
VolumeN/A
Net Assets15.48B
EPVIX vs OAKIX Comparison Chart
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EPVIX vs. OAKIX commentary
Jan 19, 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: 15.5B vs. EPVIX (130M). EPVIX pays higher dividends than OAKIX: EPVIX (2.40) vs OAKIX (1.84). EPVIX was incepted earlier than OAKIX: EPVIX (12 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 : 12.01 vs. OAKIX (1.61). EPVIX return over 5 years is better than : 50.49 vs. OAKIX (7.92).
| EPVIX | OAKIX | EPVIX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 1.355 | 0.960 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 15.5B | 1% |
| Annual Yield % from dividends | 2.40 | 1.84 | 130% |
| Returns for 1 year | 12.01 | 1.61 | 746% |
| Returns for 3 years | 15.43 | -10.47 | -147% |
| Returns for 5 years | 50.49 | 7.92 | 637% |
| Returns for 10 years | 44.30 | 18.98 | 233% |
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