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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
Jul 24, 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: 12.4B vs. EPVIX (193M). OAKIX pays higher dividends than EPVIX: OAKIX (1.83) vs EPVIX (1.12). 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). EPVIX annual gain was more profitable for investors over the last year : 8.76 vs. OAKIX (6.19). EPVIX return over 5 years is better than : 61.22 vs. OAKIX (21.86).
| 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 | -2.092 | 1.015 | -206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 12.4B | 2% |
| Annual Yield % from dividends | 1.12 | 1.83 | 61% |
| Returns for 1 year | 8.76 | 6.19 | 142% |
| Returns for 3 years | 43.39 | 25.02 | 173% |
| Returns for 5 years | 61.22 | 21.86 | 280% |
| Returns for 10 years | 107.03 | 80.24 | 133% |
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