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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
Jun 10, 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: 12.9B vs. EPVIX (194M). OAYIX pays higher dividends than EPVIX: OAYIX (2.01) vs EPVIX (1.28). 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 : 12.61 vs. OAYIX (10.88). EPVIX return over 5 years is better than : 48.60 vs. OAYIX (13.51).
| 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 | -2.250 | 0.370 | -608% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 12.9B | 2% |
| Annual Yield % from dividends | 1.28 | 2.01 | 64% |
| Returns for 1 year | 12.61 | 10.88 | 116% |
| Returns for 3 years | 47.91 | 31.06 | 154% |
| Returns for 5 years | 48.60 | 13.51 | 360% |
| Returns for 10 years | 119.96 | N/A | - |
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