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EPVIX vs OAKIX
EPVIX vs OAKIX Comparison
Open Charts EPVIX vs OAKIX
EuroPac International Value I
Price$14.97
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets198.79M
Oakmark International Investor
Price$33.67
Change+$0.24 (+0.72%)
VolumeN/A
Net Assets14.5B
EPVIX vs OAKIX Comparison Chart in %
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EPVIX vs. OAKIX commentary
Jan 16, 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 EPVIX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.5B vs. EPVIX (199M). OAKIX pays higher dividends than EPVIX: OAKIX (1.84) vs EPVIX (1.10). EPVIX was incepted earlier than OAKIX: EPVIX (13 years) vs OAKIX (33 years). EPVIX (1.48) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 51.00 vs. EPVIX (20.00). OAKIX has a lower initial minimum investment than EPVIX: OAKIX (0) vs EPVIX (5000). EPVIX annual gain was more profitable for investors over the last year : 46.55 vs. OAKIX (40.13). EPVIX return over 5 years is better than : 79.67 vs. OAKIX (35.84).
| EPVIX | OAKIX | EPVIX / OAKIX | |
| Total Expense Ratio | 1.48 | 1.05 | 141% |
| Annual Report Gross Expense Ratio | 1.48 | 1.05 | 141% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 5.795 | 3.600 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 199M | 14.5B | 1% |
| Annual Yield % from dividends | 1.10 | 1.84 | 60% |
| Returns for 1 year | 46.55 | 40.13 | 116% |
| Returns for 3 years | 62.38 | 39.57 | 158% |
| Returns for 5 years | 79.67 | 35.84 | 222% |
| Returns for 10 years | 220.93 | 94.76 | 233% |
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