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EPVIX vs OAKIX
EPVIX vs OAKIX Comparison
Open Charts EPVIX vs OAKIX
EuroPac International Value I
Price$12.53
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets155.56M
Oakmark International Investor
Price$30.86
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets14.37B
EPVIX vs OAKIX Comparison Chart in %
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EPVIX vs. OAKIX commentary
Jul 06, 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: 14.4B vs. EPVIX (156M). OAKIX pays higher dividends than EPVIX: OAKIX (2.03) 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 : 24.62 vs. OAKIX (20.77). EPVIX (68.18) and OAKIX (67.07) have equivalent 5 years return.
| 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 | 22.500 | 23.391 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 14.4B | 1% |
| Annual Yield % from dividends | 1.72 | 2.03 | 85% |
| Returns for 1 year | 24.62 | 20.77 | 119% |
| Returns for 3 years | 46.79 | 41.26 | 113% |
| Returns for 5 years | 68.18 | 67.07 | 102% |
| Returns for 10 years | 95.60 | 37.11 | 258% |
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