Interact to see
Advertisement
Advertisement
EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
Open Charts EPIVX vs OAKIX
EPIVX vs OAKIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EPIVX vs. OAKIX commentary
Sep 11, 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 EPIVX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. EPIVX (214M). OAKIX pays higher dividends than EPIVX: OAKIX (1.70) vs EPIVX (0.79). EPIVX was incepted earlier than OAKIX: EPIVX (16 years) vs OAKIX (34 years). EPIVX (1.71) is less costly to investors than OAKIX (1.06). OAKIX is a more actively managed with annual turnover of: 51.00 vs. EPIVX (31.00). OAKIX has a lower initial minimum investment than EPIVX: OAKIX (0) vs EPIVX (2500). OAKIX (13.05) and EPIVX (12.73) have marching annual gain over last year. EPIVX return over 5 years is better than : 78.74 vs. OAKIX (30.60).
| EPIVX | OAKIX | EPIVX / OAKIX | |
| Total Expense Ratio | 1.71 | 1.06 | 161% |
| Annual Report Gross Expense Ratio | 1.71 | 1.06 | 161% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 9.199 | 5.908 | 156% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 12.8B | 2% |
| Annual Yield % from dividends | 0.79 | 1.70 | 46% |
| Returns for 1 year | 12.73 | 13.05 | 98% |
| Returns for 3 years | 63.95 | 40.38 | 158% |
| Returns for 5 years | 78.74 | 30.60 | 257% |
| Returns for 10 years | 130.26 | 73.73 | 177% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement