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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: 12.9B vs. EPIVX (204M). OAZIX pays higher dividends than EPIVX: OAZIX (2.15) vs EPIVX (1.08). EPIVX was incepted earlier than OAZIX: EPIVX (16 years) vs OAZIX (5 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). EPIVX annual gain was more profitable for investors over the last year : 18.31 vs. OAZIX (13.25). EPIVX return over 5 years is better than : 54.98 vs. OAZIX (13.85).
| 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 | 5 years | - |
| Gain YTD | 2.388 | 0.278 | 859% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 12.9B | 2% |
| Annual Yield % from dividends | 1.08 | 2.15 | 50% |
| Returns for 1 year | 18.31 | 13.25 | 138% |
| Returns for 3 years | 54.48 | 32.71 | 167% |
| Returns for 5 years | 54.98 | 13.85 | 397% |
| Returns for 10 years | 124.97 | N/A | - |
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