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EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$14.88
Change+$0.89 (+6.36%)
VolumeN/A
Net Assets202.82M
Oakmark International Investor
Price$33.45
Change+$1.55 (+4.86%)
VolumeN/A
Net Assets14.6B
EPIVX vs OAKIX Comparison Chart in %
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EPIVX vs. OAKIX commentary
Feb 05, 2026
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 Hold and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. EPIVX (203M). OAKIX pays higher dividends than EPIVX: OAKIX (1.80) vs EPIVX (0.87). 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: 51.00 vs. EPIVX (31.00). 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 : 37.88 vs. OAKIX (30.78). EPIVX return over 5 years is better than : 80.95 vs. OAKIX (34.40).
| 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 | 5.532 | 2.923 | 189% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 14.6B | 1% |
| Annual Yield % from dividends | 0.87 | 1.80 | 48% |
| Returns for 1 year | 37.88 | 30.78 | 123% |
| Returns for 3 years | 60.92 | 33.96 | 179% |
| Returns for 5 years | 80.95 | 34.40 | 235% |
| Returns for 10 years | 180.17 | 93.99 | 192% |
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