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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 03, 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 Buy and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. EPDPX (235M). 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 : 30.61 vs. OAKIX (16.72). EPDPX return over 5 years is better than : 84.10 vs. OAKIX (27.47).
| 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 | 8.628 | 6.031 | 143% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 12.8B | 2% |
| Annual Yield % from dividends | 1.55 | 1.74 | 89% |
| Returns for 1 year | 30.61 | 16.72 | 183% |
| Returns for 3 years | 69.98 | 31.37 | 223% |
| Returns for 5 years | 84.10 | 27.47 | 306% |
| Returns for 10 years | 126.64 | 87.14 | 145% |
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