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EPIVX | OAKIX | EPIVX / OAKIX | |
Total Expense Ratio | 1.77 | 1.04 | 170% |
Annual Report Gross Expense Ratio | 1.77 | 1.04 | 170% |
Fund Existence | 14 years | 31 years | - |
Gain YTD | 5.741 | 14.342 | 40% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | 2500 | 1000 | 250% |
Net Assets | 138M | 19.8B | 1% |
Annual Yield % from dividends | 2.24 | 2.66 | 84% |
Returns for 1 year | 5.94 | 12.98 | 46% |
Returns for 3 years | 13.35 | 7.40 | 180% |
Returns for 5 years | 55.63 | 25.72 | 216% |
Returns for 10 years | 13.14 | 10.56 | 125% |