Interact to see
Advertisement
Advertisement
EPIVX vs OAYIX
EPIVX vs OAYIX Comparison
Open Charts EPIVX vs OAYIX
EPIVX vs OAYIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EPIVX vs. OAYIX commentary
Sep 14, 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 Hold and OAYIX is a Hold.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 12.8B vs. EPIVX (213M). OAYIX pays higher dividends than EPIVX: OAYIX (1.88) vs EPIVX (0.79). 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 (11.63) and EPIVX (11.35) have marching annual gain over last year. EPIVX return over 5 years is better than : 77.45 vs. OAYIX (30.60).
| 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 | 8.413 | 5.401 | 156% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 12.8B | 2% |
| Annual Yield % from dividends | 0.79 | 1.88 | 42% |
| Returns for 1 year | 11.35 | 11.63 | 98% |
| Returns for 3 years | 62.93 | 40.44 | 156% |
| Returns for 5 years | 77.45 | 30.60 | 253% |
| Returns for 10 years | 132.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers