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EPDPX vs OAKIX
EPDPX vs OAKIX Comparison
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EPDPX vs OAKIX Comparison Chart in %
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EPDPX vs. OAKIX commentary
Aug 23, 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 EPDPX is a Hold and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. EPDPX (251M). OAKIX pays higher dividends than EPDPX: OAKIX (1.74) vs EPDPX (1.55). EPDPX was incepted earlier than OAKIX: EPDPX (13 years) vs OAKIX (34 years). EPDPX (1.48) is less costly to investors than OAKIX (1.06). OAKIX is a more actively managed with annual turnover of: 51.00 vs. EPDPX (14.00). OAKIX has a lower initial minimum investment than EPDPX: OAKIX (0) vs EPDPX (2500). EPDPX annual gain was more profitable for investors over the last year : 31.26 vs. OAKIX (15.97). EPDPX return over 5 years is better than : 101.77 vs. OAKIX (35.31).
| EPDPX | OAKIX | EPDPX / OAKIX | |
| Total Expense Ratio | 1.50 | 1.06 | 142% |
| Annual Report Gross Expense Ratio | 1.48 | 1.06 | 140% |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | 16.571 | 8.646 | 192% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 12.8B | 2% |
| Annual Yield % from dividends | 1.55 | 1.74 | 89% |
| Returns for 1 year | 31.26 | 15.97 | 196% |
| Returns for 3 years | 90.96 | 42.97 | 212% |
| Returns for 5 years | 101.77 | 35.31 | 288% |
| Returns for 10 years | 140.33 | 81.21 | 173% |
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