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EPIVX vs OANIX
EPIVX vs OANIX Comparison
Open Charts EPIVX vs OANIX
EPIVX vs OANIX Comparison Chart in %
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EPIVX vs. OANIX commentary
Aug 24, 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 OANIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 12.8B vs. EPIVX (222M). OANIX pays higher dividends than EPIVX: OANIX (1.99) vs EPIVX (0.86). EPIVX was incepted earlier than OANIX: EPIVX (16 years) vs OANIX (10 years). EPIVX (1.71) is less costly to investors than OANIX (0.82). OANIX is a more actively managed with annual turnover of: 51.00 vs. EPIVX (31.00). EPIVX has a lower initial minimum investment than OANIX: EPIVX (2500) vs OANIX (250000). EPIVX annual gain was more profitable for investors over the last year : 21.55 vs. OANIX (16.25). EPIVX return over 5 years is better than : 84.20 vs. OANIX (36.52).
| EPIVX | OANIX | EPIVX / OANIX | |
| Total Expense Ratio | 1.71 | 0.82 | 209% |
| Annual Report Gross Expense Ratio | 1.71 | 0.82 | 209% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 12.413 | 8.799 | 141% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 12.8B | 2% |
| Annual Yield % from dividends | 0.86 | 1.99 | 43% |
| Returns for 1 year | 21.55 | 16.25 | 133% |
| Returns for 3 years | 71.05 | 44.00 | 161% |
| Returns for 5 years | 84.20 | 36.52 | 231% |
| Returns for 10 years | 127.29 | N/A | - |
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