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EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EuroPac International Value A
Price$14.43
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets189.97M
Oakmark International Investor
Price$32.50
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets14.23B
EPIVX vs OAKIX Comparison Chart in %
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EPIVX vs. OAKIX commentary
Dec 27, 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 StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.2B vs. EPIVX (190M). OAKIX pays higher dividends than EPIVX: OAKIX (1.93) vs EPIVX (1.16). 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 (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 : 40.26 vs. OAKIX (29.83). EPIVX return over 5 years is better than : 75.63 vs. OAKIX (31.32).
| 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 | 40.808 | 29.468 | 138% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 14.2B | 1% |
| Annual Yield % from dividends | 1.16 | 1.93 | 60% |
| Returns for 1 year | 40.26 | 29.83 | 135% |
| Returns for 3 years | 62.48 | 47.18 | 132% |
| Returns for 5 years | 75.63 | 31.32 | 241% |
| Returns for 10 years | 174.58 | 62.65 | 279% |
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