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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
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 OAYIX is a Hold.
FUNDAMENTALS
Fundamentals
OAYIX has more cash in the bank: 12.4B vs. EPVIX (193M). OAYIX pays higher dividends than EPVIX: OAYIX (2.02) vs EPVIX (1.12). 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). EPVIX annual gain was more profitable for investors over the last year : 8.76 vs. OAYIX (6.37). EPVIX return over 5 years is better than : 61.22 vs. OAYIX (22.64).
| 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 | -2.092 | 1.142 | -183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 12.4B | 2% |
| Annual Yield % from dividends | 1.12 | 2.02 | 56% |
| Returns for 1 year | 8.76 | 6.37 | 137% |
| Returns for 3 years | 43.39 | 25.68 | 169% |
| Returns for 5 years | 61.22 | 22.64 | 270% |
| Returns for 10 years | 107.03 | N/A | - |
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