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EPIVX vs OANIX
EPIVX vs OANIX Comparison
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EPIVX vs OANIX Comparison Chart in %
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EPIVX vs. OANIX commentary
Jun 25, 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 Buy.
FUNDAMENTALS
Fundamentals
OANIX has more cash in the bank: 12.9B vs. EPIVX (190M). OANIX pays higher dividends than EPIVX: OANIX (2.09) vs EPIVX (1.08). 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). OANIX annual gain was more profitable for investors over the last year : 10.75 vs. EPIVX (9.91). EPIVX return over 5 years is better than : 50.67 vs. OANIX (16.37).
| 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 | -4.105 | -0.031 | 13,299% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 12.9B | 1% |
| Annual Yield % from dividends | 1.08 | 2.09 | 52% |
| Returns for 1 year | 9.91 | 10.75 | 92% |
| Returns for 3 years | 43.66 | 31.11 | 140% |
| Returns for 5 years | 50.67 | 16.37 | 309% |
| Returns for 10 years | 110.14 | N/A | - |
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