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EPDIX vs OAZIX
EPDIX vs OAZIX Comparison
Open Charts EPDIX vs OAZIX
EPDIX vs OAZIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZIX has more cash in the bank: 12.4B vs. EPDIX (233M). EPDIX pays higher dividends than OAZIX: EPDIX (2.35) vs OAZIX (2.16). EPDIX was incepted earlier than OAZIX: EPDIX (13 years) vs OAZIX (6 years). EPDIX (1.23) is less costly to investors than OAZIX (0.76). OAZIX is a more actively managed with annual turnover of: 51.00 vs. EPDIX (14.00). EPDIX has a lower initial minimum investment than OAZIX: EPDIX (5000) vs OAZIX (1000000). EPDIX annual gain was more profitable for investors over the last year : 26.70 vs. OAZIX (10.59). EPDIX return over 5 years is better than : 81.55 vs. OAZIX (23.83).
| EPDIX | OAZIX | EPDIX / OAZIX | |
| Total Expense Ratio | 1.25 | 0.76 | 164% |
| Annual Report Gross Expense Ratio | 1.23 | 0.76 | 162% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 6.770 | 2.933 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 12.4B | 2% |
| Annual Yield % from dividends | 2.35 | 2.16 | 109% |
| Returns for 1 year | 26.70 | 10.59 | 252% |
| Returns for 3 years | 66.83 | 28.14 | 238% |
| Returns for 5 years | 81.55 | 23.83 | 342% |
| Returns for 10 years | 126.87 | N/A | - |
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