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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
Jul 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. EPIVX (199M). OAKIX pays higher dividends than EPIVX: OAKIX (1.83) vs EPIVX (0.90). 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 annual gain was more profitable for investors over the last year : 16.20 vs. EPIVX (14.37). EPIVX return over 5 years is better than : 61.19 vs. OAKIX (28.47).
| 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 | 0.914 | 6.862 | 13% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 199M | 12.4B | 2% |
| Annual Yield % from dividends | 0.90 | 1.83 | 49% |
| Returns for 1 year | 14.37 | 16.20 | 89% |
| Returns for 3 years | 46.40 | 31.13 | 149% |
| Returns for 5 years | 61.19 | 28.47 | 215% |
| Returns for 10 years | 102.53 | 85.95 | 119% |
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