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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 09, 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 Buy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. EPIVX (194M). 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). EPIVX annual gain was more profitable for investors over the last year : 11.90 vs. OAKIX (9.90). EPIVX return over 5 years is better than : 55.29 vs. OAKIX (22.16).
| 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 | -2.371 | 2.492 | -95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 12.4B | 2% |
| Annual Yield % from dividends | 0.90 | 1.83 | 49% |
| Returns for 1 year | 11.90 | 9.90 | 120% |
| Returns for 3 years | 47.48 | 33.50 | 142% |
| Returns for 5 years | 55.29 | 22.16 | 249% |
| Returns for 10 years | 98.64 | 94.51 | 104% |
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