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EPIVX vs OAKIX
EPIVX vs OAKIX Comparison
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EPIVX vs OAKIX Comparison Chart in %
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EPIVX vs. OAKIX commentary
Jun 04, 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 StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. EPIVX (204M). OAKIX pays higher dividends than EPIVX: OAKIX (1.82) vs EPIVX (1.08). 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). EPIVX annual gain was more profitable for investors over the last year : 18.31 vs. OAKIX (14.26). EPIVX return over 5 years is better than : 54.98 vs. OAKIX (14.80).
| 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 | 2.388 | 1.692 | 141% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 12.9B | 2% |
| Annual Yield % from dividends | 1.08 | 1.82 | 59% |
| Returns for 1 year | 18.31 | 14.26 | 128% |
| Returns for 3 years | 54.48 | 33.56 | 162% |
| Returns for 5 years | 54.98 | 14.80 | 372% |
| Returns for 10 years | 124.97 | 77.55 | 161% |
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| Themes US Cash Flow Champions ETF | |||
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| SMMV | 44.12 | -0.09 | -0.21% |
| iShares MSCI USA Sm-Cp Min Vol Fctr ETF | |||