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EPVIX vs OAKIX
EPVIX vs OAKIX Comparison
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EPVIX vs OAKIX Comparison Chart in %
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EPVIX vs. OAKIX commentary
Sep 12, 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 EPVIX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. EPVIX (212M). OAKIX pays higher dividends than EPVIX: OAKIX (1.70) vs EPVIX (0.98). EPVIX was incepted earlier than OAKIX: EPVIX (13 years) vs OAKIX (34 years). EPVIX (1.46) is less costly to investors than OAKIX (1.06). OAKIX is a more actively managed with annual turnover of: 51.00 vs. EPVIX (31.00). OAKIX has a lower initial minimum investment than EPVIX: OAKIX (0) vs EPVIX (5000). OAKIX (11.43) and EPVIX (11.34) have marching annual gain over last year. EPVIX return over 5 years is better than : 79.31 vs. OAKIX (29.80).
| EPVIX | OAKIX | EPVIX / OAKIX | |
| Total Expense Ratio | 1.46 | 1.06 | 138% |
| Annual Report Gross Expense Ratio | 1.46 | 1.06 | 138% |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | 8.311 | 5.262 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 12.8B | 2% |
| Annual Yield % from dividends | 0.98 | 1.70 | 57% |
| Returns for 1 year | 11.34 | 11.43 | 99% |
| Returns for 3 years | 63.82 | 39.69 | 161% |
| Returns for 5 years | 79.31 | 29.80 | 266% |
| Returns for 10 years | 138.73 | 76.06 | 182% |
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