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EPVIX vs OAYIX
EPVIX vs OAYIX Comparison
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EPVIX vs OAYIX Comparison Chart in %
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EPVIX vs. OAYIX 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 OAYIX is a Hold.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 12.8B vs. EPVIX (212M). OAYIX pays higher dividends than EPVIX: OAYIX (1.88) vs EPVIX (0.98). EPVIX was incepted earlier than OAYIX: EPVIX (13 years) vs OAYIX (10 years). EPVIX (1.46) is less costly to investors than OAYIX (0.89). OAYIX is a more actively managed with annual turnover of: 51.00 vs. EPVIX (31.00). EPVIX has a lower initial minimum investment than OAYIX: EPVIX (5000) vs OAYIX (100000). OAYIX (11.63) and EPVIX (11.34) have marching annual gain over last year. EPVIX return over 5 years is better than : 79.31 vs. OAYIX (30.60).
| EPVIX | OAYIX | EPVIX / OAYIX | |
| Total Expense Ratio | 1.46 | 0.89 | 164% |
| Annual Report Gross Expense Ratio | 1.46 | 0.89 | 164% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 8.311 | 5.401 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 12.8B | 2% |
| Annual Yield % from dividends | 0.98 | 1.88 | 52% |
| Returns for 1 year | 11.34 | 11.63 | 98% |
| Returns for 3 years | 63.82 | 40.44 | 158% |
| Returns for 5 years | 79.31 | 30.60 | 259% |
| Returns for 10 years | 138.73 | N/A | - |
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