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EPIVX vs OAZIX
EPIVX vs OAZIX Comparison
Open Charts EPIVX vs OAZIX
EuroPac International Value A
Price$14.88
Change+$0.89 (+6.36%)
VolumeN/A
Net Assets202.82M
Oakmark International R6
Price$33.35
Change+$1.47 (+4.61%)
VolumeN/A
Net Assets14.6B
EPIVX vs OAZIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZIX has more cash in the bank: 14.6B vs. EPIVX (203M). OAZIX pays higher dividends than EPIVX: OAZIX (2.13) vs EPIVX (0.87). EPIVX was incepted earlier than OAZIX: EPIVX (16 years) vs OAZIX (5 years). EPIVX (1.73) is less costly to investors than OAZIX (0.75). OAZIX is a more actively managed with annual turnover of: 51.00 vs. EPIVX (31.00). EPIVX has a lower initial minimum investment than OAZIX: EPIVX (2500) vs OAZIX (1000000). EPIVX annual gain was more profitable for investors over the last year : 37.88 vs. OAZIX (31.18). EPIVX return over 5 years is better than : 80.95 vs. OAZIX (35.90).
| EPIVX | OAZIX | EPIVX / OAZIX | |
| Total Expense Ratio | 1.73 | 0.75 | 231% |
| Annual Report Gross Expense Ratio | 1.73 | 0.75 | 231% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 5.532 | 2.964 | 187% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 14.6B | 1% |
| Annual Yield % from dividends | 0.87 | 2.13 | 41% |
| Returns for 1 year | 37.88 | 31.18 | 122% |
| Returns for 3 years | 60.92 | 35.19 | 173% |
| Returns for 5 years | 80.95 | 35.90 | 226% |
| Returns for 10 years | 180.17 | N/A | - |
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