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EPVIX vs OANIX
EPVIX vs OANIX Comparison
Open Charts EPVIX vs OANIX
EuroPac International Value I
Price$11.97
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets148.4M
Oakmark International Institutional
Price$28.43
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
EPVIX vs OANIX Comparison Chart
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EPVIX vs. OANIX commentary
May 11, 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 OANIX is a Hold.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 13.5B vs. EPVIX (148M). OANIX pays higher dividends than EPVIX: OANIX (2.50) vs EPVIX (1.80). EPVIX was incepted earlier than OANIX: EPVIX (12 years) vs OANIX (8 years). EPVIX (1.48) is less costly to investors than OANIX (0.81). OANIX is a more actively managed with annual turnover of: 32.00 vs. EPVIX (20.00). EPVIX has a lower initial minimum investment than OANIX: EPVIX (5000) vs OANIX (250000). EPVIX annual gain was more profitable for investors over the last year : 17.81 vs. OANIX (8.24). OANIX return over 5 years is better than : 81.10 vs. EPVIX (73.68).
| EPVIX | OANIX | EPVIX / OANIX | |
| Total Expense Ratio | 1.48 | 0.81 | 183% |
| Annual Report Gross Expense Ratio | 1.48 | 0.81 | 183% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 16.480 | 14.039 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 13.5B | 1% |
| Annual Yield % from dividends | 1.80 | 2.50 | 72% |
| Returns for 1 year | 17.81 | 8.24 | 216% |
| Returns for 3 years | 34.19 | 29.01 | 118% |
| Returns for 5 years | 73.68 | 81.10 | 91% |
| Returns for 10 years | 62.76 | N/A | - |
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