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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
Jul 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 Hold and OAYIX is a Hold.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 12.4B vs. EPIVX (192M). OAYIX pays higher dividends than EPIVX: OAYIX (2.02) vs EPIVX (0.90). 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 : 12.88 vs. EPIVX (10.38). EPIVX return over 5 years is better than : 56.71 vs. OAYIX (27.06).
| 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 | -3.228 | 3.920 | -82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 12.4B | 2% |
| Annual Yield % from dividends | 0.90 | 2.02 | 45% |
| Returns for 1 year | 10.38 | 12.88 | 81% |
| Returns for 3 years | 40.95 | 28.94 | 141% |
| Returns for 5 years | 56.71 | 27.06 | 210% |
| Returns for 10 years | 95.42 | N/A | - |
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