EPVIX
Price
$9.56
Change
-$0.00 (-0.00%)
Updated
Feb 29, 6:59 PM EST
OAYIX
Price
$26.05
Change
-$0.00 (-0.00%)
Updated
Feb 29, 6:59 PM EST
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Analysis and predictions EPVIX vs OAYIX

Header iconEPVIX vs OAYIX Comparison
Open Charts EPVIX vs OAYIXBanner chart's image
EuroPac International Value I
Price$9.56
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Oakmark International Advisor
Price$26.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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EPVIX vs OAYIX Comparison Chart

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VS
EPVIX vs. OAYIX commentary
Mar 02, 2024

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 OAYIX is a Hold.

FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 19.5B vs. EPVIX (131M). EPVIX pays higher dividends than OAYIX: EPVIX (2.57) vs OAYIX (2.12). EPVIX was incepted earlier than OAYIX: EPVIX (11 years) vs OAYIX (7 years). EPVIX (1.52) is less costly to investors than OAYIX (0.88). OAYIX is a more actively managed with annual turnover of: 27.00 vs. EPVIX (16.00). EPVIX has a lower initial minimum investment than OAYIX: EPVIX (5000) vs OAYIX (100000). OAYIX annual gain was more profitable for investors over the last year : 2.92 vs. EPVIX (2.37). EPVIX return over 5 years is better than : 49.12 vs. OAYIX (24.43).
EPVIXOAYIXEPVIX / OAYIX
Total Expense Ratio1.520.88173%
Annual Report Gross Expense Ratio1.520.88173%
Fund Existence11 years7 years-
Gain YTD-4.496-2.726165%
Front LoadN/AN/A-
Min. Initial Investment50001000005%
Min. Initial Investment IRA15000N/A-
Net Assets131M19.5B1%
Annual Yield % from dividends2.572.12122%
Returns for 1 year2.372.9281%
Returns for 3 years13.43-1.75-765%
Returns for 5 years49.1224.43201%
Returns for 10 years9.21N/A-
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