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EPIVX vs OAZIX
EPIVX vs OAZIX Comparison
Open Charts EPIVX vs OAZIX
EPIVX vs OAZIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZIX has more cash in the bank: 12.4B vs. EPIVX (194M). OAZIX pays higher dividends than EPIVX: OAZIX (2.16) vs EPIVX (0.90). EPIVX was incepted earlier than OAZIX: EPIVX (16 years) vs OAZIX (6 years). EPIVX (1.71) is less costly to investors than OAZIX (0.76). OAZIX is a more actively managed with annual turnover of: 51.00 vs. EPIVX (31.00). EPIVX has a lower initial minimum investment than OAZIX: EPIVX (2500) vs OAZIX (1000000). OAZIX (10.74) and EPIVX (10.62) have marching annual gain over last year. EPIVX return over 5 years is better than : 53.86 vs. OAZIX (22.20).
| EPIVX | OAZIX | EPIVX / OAZIX | |
| Total Expense Ratio | 1.71 | 0.76 | 225% |
| Annual Report Gross Expense Ratio | 1.71 | 0.76 | 225% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -2.157 | 3.242 | -67% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 12.4B | 2% |
| Annual Yield % from dividends | 0.90 | 2.16 | 42% |
| Returns for 1 year | 10.62 | 10.74 | 99% |
| Returns for 3 years | 44.67 | 32.60 | 137% |
| Returns for 5 years | 53.86 | 22.20 | 243% |
| Returns for 10 years | 102.11 | N/A | - |
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