Interact to see
Advertisement
Advertisement
EPDIX vs OAYIX
EPDIX vs OAYIX Comparison
Open Charts EPDIX vs OAYIX
EPDIX vs OAYIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EPDIX vs. OAYIX commentary
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 12.8B vs. EPDIX (248M). EPDIX pays higher dividends than OAYIX: EPDIX (2.17) vs OAYIX (1.88). 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 : 23.74 vs. OAYIX (11.63). EPDIX return over 5 years is better than : 99.67 vs. OAYIX (30.60).
| 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 | 15.389 | 5.401 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 12.8B | 2% |
| Annual Yield % from dividends | 2.17 | 1.88 | 115% |
| Returns for 1 year | 23.74 | 11.63 | 204% |
| Returns for 3 years | 86.40 | 40.44 | 214% |
| Returns for 5 years | 99.67 | 30.60 | 326% |
| Returns for 10 years | 154.28 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NASDX | 52.85 | 0.47 | +0.90% |
| Shelton Nasdaq-100 Index Investor | |||
| ECHSX | 13.21 | N/A | N/A |
| Eaton Vance Worldwide Health Sci C | |||
| SVIIX | 10.48 | N/A | N/A |
| Virtus Ceredex Large-Cap Value Equity A | |||
| FCAGX | 38.20 | N/A | N/A |
| Fidelity Advisor Small Cap Growth A | |||
| ACMDX | 11.72 | N/A | N/A |
| Absolute Capital Defender Investor | |||