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
Aug 21, 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 (215M). OAKIX pays higher dividends than EPIVX: OAKIX (1.74) vs EPIVX (0.86). 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 : 19.25 vs. OAKIX (14.12). EPIVX return over 5 years is better than : 79.05 vs. OAKIX (34.04).
| 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 | 9.270 | 7.631 | 121% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 12.8B | 2% |
| Annual Yield % from dividends | 0.86 | 1.74 | 50% |
| Returns for 1 year | 19.25 | 14.12 | 136% |
| Returns for 3 years | 66.62 | 42.45 | 157% |
| Returns for 5 years | 79.05 | 34.04 | 232% |
| Returns for 10 years | 118.76 | 80.70 | 147% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| STVZX | 11.54 | 0.07 | +0.61% |
| Virtus Ceredex Large-Cap Value Equity R6 | |||
| DFALX | 39.35 | 0.19 | +0.49% |
| DFA Large Cap International I | |||
| GPTUX | 14.42 | 0.06 | +0.43% |
| GuidePath® Tactical Allocation Svc | |||
| TSEMX | 20.14 | 0.05 | +0.25% |
| Touchstone Sands Cptl Emerg Mkts Gr Y | |||
| FSEPX | 17.28 | 0.03 | +0.17% |
| Fidelity Advisor Sustainable U.S. Eq M | |||