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EPVIX vs OAKIX
EPVIX vs OAKIX Comparison
Open Charts EPVIX vs OAKIX
EuroPac International Value I
Price$14.20
Change+$0.17 (+1.21%)
VolumeN/A
Net Assets175.99M
Oakmark International Investor
Price$32.34
Change+$0.28 (+0.87%)
VolumeN/A
Net Assets14.38B
EPVIX vs OAKIX Comparison Chart in %
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EPVIX 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 EPVIX is a Buy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. EPVIX (176M). OAKIX pays higher dividends than EPVIX: OAKIX (1.94) vs EPVIX (1.49). EPVIX was incepted earlier than OAKIX: EPVIX (12 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: 32.00 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 : 35.30 vs. OAKIX (30.76). EPVIX return over 5 years is better than : 80.97 vs. OAKIX (46.43).
| EPVIX | OAKIX | EPVIX / OAKIX | |
| Total Expense Ratio | 1.48 | 1.05 | 141% |
| Annual Report Gross Expense Ratio | 1.48 | 1.05 | 141% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 39.192 | 29.308 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 14.4B | 1% |
| Annual Yield % from dividends | 1.49 | 1.94 | 77% |
| Returns for 1 year | 35.30 | 30.76 | 115% |
| Returns for 3 years | 67.67 | 42.53 | 159% |
| Returns for 5 years | 80.97 | 46.43 | 174% |
| Returns for 10 years | 171.80 | 53.46 | 321% |
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