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EPVIX vs OAKIX
EPVIX vs OAKIX Comparison
Open Charts EPVIX vs OAKIX
EuroPac International Value I
Price$11.56
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets141.89M
Oakmark International Investor
Price$26.40
Change-$0.65 (-2.40%)
VolumeN/A
Net Assets13.3B
EPVIX vs OAKIX Comparison Chart
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EPVIX vs. OAKIX commentary
Apr 04, 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 Buy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.3B vs. EPVIX (142M). OAKIX pays higher dividends than EPVIX: OAKIX (2.28) vs EPVIX (1.85). 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 : 18.29 vs. OAKIX (0.51). EPVIX return over 5 years is better than : 101.27 vs. OAKIX (93.39).
| 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 | 12.782 | 5.558 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 13.3B | 1% |
| Annual Yield % from dividends | 1.85 | 2.28 | 81% |
| Returns for 1 year | 18.29 | 0.51 | 3,584% |
| Returns for 3 years | 20.33 | 6.05 | 336% |
| Returns for 5 years | 101.27 | 93.39 | 108% |
| Returns for 10 years | 65.24 | 12.97 | 503% |
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