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EPVIX vs OAYIX
EPVIX vs OAYIX Comparison
Open Charts EPVIX vs OAYIX
EuroPac International Value I
Price$11.97
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets148.4M
Oakmark International Advisor
Price$28.43
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets13.49B
EPVIX vs OAYIX Comparison Chart
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EPVIX vs. OAYIX 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 OAYIX is a Hold.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 13.5B vs. EPVIX (148M). OAYIX pays higher dividends than EPVIX: OAYIX (2.42) vs EPVIX (1.80). EPVIX was incepted earlier than OAYIX: EPVIX (12 years) vs OAYIX (8 years). EPVIX (1.48) is less costly to investors than OAYIX (0.88). OAYIX is a more actively managed with annual turnover of: 32.00 vs. EPVIX (20.00). EPVIX has a lower initial minimum investment than OAYIX: EPVIX (5000) vs OAYIX (100000). EPVIX annual gain was more profitable for investors over the last year : 17.81 vs. OAYIX (8.15). OAYIX return over 5 years is better than : 80.49 vs. EPVIX (73.68).
| EPVIX | OAYIX | EPVIX / OAYIX | |
| Total Expense Ratio | 1.48 | 0.88 | 168% |
| Annual Report Gross Expense Ratio | 1.48 | 0.88 | 168% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 16.480 | 13.994 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 13.5B | 1% |
| Annual Yield % from dividends | 1.80 | 2.42 | 74% |
| Returns for 1 year | 17.81 | 8.15 | 219% |
| Returns for 3 years | 34.19 | 28.80 | 119% |
| Returns for 5 years | 73.68 | 80.49 | 92% |
| Returns for 10 years | 62.76 | N/A | - |
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