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EPIVX vs OAYIX
EPIVX vs OAYIX Comparison
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EPIVX vs OAYIX Comparison Chart in %
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EPIVX vs. OAYIX commentary
Jun 16, 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 OAYIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 12.9B vs. EPIVX (195M). OAYIX pays higher dividends than EPIVX: OAYIX (2.01) vs EPIVX (1.08). EPIVX was incepted earlier than OAYIX: EPIVX (16 years) vs OAYIX (10 years). EPIVX (1.71) is less costly to investors than OAYIX (0.89). OAYIX is a more actively managed with annual turnover of: 51.00 vs. EPIVX (31.00). EPIVX has a lower initial minimum investment than OAYIX: EPIVX (2500) vs OAYIX (100000). OAYIX annual gain was more profitable for investors over the last year : 12.96 vs. EPIVX (10.88). EPIVX return over 5 years is better than : 50.23 vs. OAYIX (16.14).
| EPIVX | OAYIX | EPIVX / OAYIX | |
| Total Expense Ratio | 1.71 | 0.89 | 192% |
| Annual Report Gross Expense Ratio | 1.71 | 0.89 | 192% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | -1.537 | 1.605 | -96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 12.9B | 2% |
| Annual Yield % from dividends | 1.08 | 2.01 | 54% |
| Returns for 1 year | 10.88 | 12.96 | 84% |
| Returns for 3 years | 44.43 | 27.72 | 160% |
| Returns for 5 years | 50.23 | 16.14 | 311% |
| Returns for 10 years | 117.52 | N/A | - |
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