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EPVIX vs OAYIX
EPVIX vs OAYIX Comparison
Open Charts EPVIX vs OAYIX
EuroPac International Value I
Price$12.91
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets160.58M
Oakmark International Advisor
Price$30.06
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets14.09B
EPVIX vs OAYIX Comparison Chart in %
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EPVIX vs. OAYIX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 14.1B vs. EPVIX (161M). OAYIX pays higher dividends than EPVIX: OAYIX (2.24) vs EPVIX (1.72). EPVIX was incepted earlier than OAYIX: EPVIX (12 years) vs OAYIX (9 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 (24.11) and OAYIX (23.46) have marching annual gain over last year. EPVIX (62.20) and OAYIX (59.36) have equivalent 5 years return.
| 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 | 9 years | - |
| Gain YTD | 25.336 | 20.529 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 14.1B | 1% |
| Annual Yield % from dividends | 1.72 | 2.24 | 77% |
| Returns for 1 year | 24.11 | 23.46 | 103% |
| Returns for 3 years | 52.36 | 35.65 | 147% |
| Returns for 5 years | 62.20 | 59.36 | 105% |
| Returns for 10 years | 118.61 | N/A | - |
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