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EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$14.16
Change+$0.18 (+1.29%)
VolumeN/A
Net Assets175.99M
Oakmark International Investor
Price$32.34
Change+$0.28 (+0.87%)
VolumeN/A
Net Assets14.38B
EPIVX vs OAKIX Comparison Chart in %
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EPIVX vs. OAKIX commentary
Nov 14, 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 EPIVX is a Buy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. EPIVX (176M). OAKIX pays higher dividends than EPIVX: OAKIX (1.94) vs EPIVX (1.26). EPIVX was incepted earlier than OAKIX: EPIVX (16 years) vs OAKIX (33 years). EPIVX (1.73) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. EPIVX (20.00). OAKIX has a lower initial minimum investment than EPIVX: OAKIX (0) vs EPIVX (2500). EPIVX annual gain was more profitable for investors over the last year : 34.96 vs. OAKIX (30.76). EPIVX return over 5 years is better than : 78.63 vs. OAKIX (46.43).
| EPIVX | OAKIX | EPIVX / OAKIX | |
| Total Expense Ratio | 1.73 | 1.05 | 165% |
| Annual Report Gross Expense Ratio | 1.73 | 1.05 | 165% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 38.943 | 29.308 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 14.4B | 1% |
| Annual Yield % from dividends | 1.26 | 1.94 | 65% |
| Returns for 1 year | 34.96 | 30.76 | 114% |
| Returns for 3 years | 66.34 | 42.53 | 156% |
| Returns for 5 years | 78.63 | 46.43 | 169% |
| Returns for 10 years | 165.24 | 53.46 | 309% |
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