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EPVIX vs OAKIX
EPVIX vs OAKIX Comparison
Open Charts EPVIX vs OAKIX
EuroPac International Value I
Price$14.40
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets189.97M
Oakmark International Investor
Price$32.38
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets14.23B
EPVIX vs OAKIX Comparison Chart in %
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EPVIX vs. OAKIX commentary
Dec 26, 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 StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.2B vs. EPVIX (190M). OAKIX pays higher dividends than EPVIX: OAKIX (1.93) vs EPVIX (1.37). 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: 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 : 40.61 vs. OAKIX (29.83). EPVIX return over 5 years is better than : 77.76 vs. OAKIX (31.32).
| 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 | 41.153 | 29.468 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 14.2B | 1% |
| Annual Yield % from dividends | 1.37 | 1.93 | 71% |
| Returns for 1 year | 40.61 | 29.83 | 136% |
| Returns for 3 years | 63.80 | 47.18 | 135% |
| Returns for 5 years | 77.76 | 31.32 | 248% |
| Returns for 10 years | 181.54 | 62.65 | 290% |
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