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EPDIX vs OAYIX
EPDIX vs OAYIX Comparison
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EPDIX vs OAYIX Comparison Chart in %
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EPDIX vs. OAYIX commentary
Jul 14, 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 EPDIX is a StrongBuy and OAYIX is a Buy.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 12.4B vs. EPDIX (233M). EPDIX pays higher dividends than OAYIX: EPDIX (2.35) vs OAYIX (2.02). EPDIX was incepted earlier than OAYIX: EPDIX (13 years) vs OAYIX (10 years). EPDIX (1.23) is less costly to investors than OAYIX (0.89). OAYIX is a more actively managed with annual turnover of: 51.00 vs. EPDIX (14.00). EPDIX has a lower initial minimum investment than OAYIX: EPDIX (5000) vs OAYIX (100000). EPDIX annual gain was more profitable for investors over the last year : 26.70 vs. OAYIX (10.47). EPDIX return over 5 years is better than : 81.55 vs. OAYIX (23.24).
| EPDIX | OAYIX | EPDIX / OAYIX | |
| Total Expense Ratio | 1.25 | 0.89 | 140% |
| Annual Report Gross Expense Ratio | 1.23 | 0.89 | 138% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 6.770 | 2.870 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 12.4B | 2% |
| Annual Yield % from dividends | 2.35 | 2.02 | 117% |
| Returns for 1 year | 26.70 | 10.47 | 255% |
| Returns for 3 years | 66.83 | 27.64 | 242% |
| Returns for 5 years | 81.55 | 23.24 | 351% |
| Returns for 10 years | 126.87 | N/A | - |
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