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EPVIX vs OAKIX
EPVIX vs OAKIX Comparison
Open Charts EPVIX vs OAKIX
EuroPac International Value I
Price$14.93
Change+$0.90 (+6.41%)
VolumeN/A
Net Assets202.82M
Oakmark International Investor
Price$33.45
Change+$1.55 (+4.86%)
VolumeN/A
Net Assets14.6B
EPVIX vs OAKIX Comparison Chart in %
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EPVIX vs. OAKIX commentary
Feb 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. EPVIX (203M). OAKIX pays higher dividends than EPVIX: OAKIX (1.80) vs EPVIX (1.05). 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 (31.00). 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 : 38.27 vs. OAKIX (30.78). EPVIX return over 5 years is better than : 83.39 vs. OAKIX (34.40).
| 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 | 5.512 | 2.923 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 14.6B | 1% |
| Annual Yield % from dividends | 1.05 | 1.80 | 58% |
| Returns for 1 year | 38.27 | 30.78 | 124% |
| Returns for 3 years | 62.11 | 33.96 | 183% |
| Returns for 5 years | 83.39 | 34.40 | 242% |
| Returns for 10 years | 187.34 | 93.99 | 199% |
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