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BIPSX vs OEPIX
BIPSX vs OEPIX Comparison Chart in %
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BIPSX vs. OEPIX commentary
Oct 19, 2025
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 BIPSX is a Hold and OEPIX is a Hold.
FUNDAMENTALS
Fundamentals
BIPSX has more cash in the bank: 82.9M vs. OEPIX (9.47M). OEPIX pays higher dividends than BIPSX: OEPIX (0.63) vs BIPSX (0.00). BIPSX was incepted earlier than OEPIX: BIPSX (25 years) vs OEPIX (19 years). BIPSX (2.56) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. BIPSX (196.00). BIPSX (15000) and OEPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : -23.54 vs. BIPSX (-32.14). OEPIX return over 5 years is better than : 172.03 vs. BIPSX (-43.95).
| BIPSX | OEPIX | BIPSX / OEPIX | |
| Total Expense Ratio | 2.56 | 1.72 | 149% |
| Annual Report Gross Expense Ratio | 2.56 | 1.72 | 149% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 22.754 | -18.766 | -121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.9M | 9.47M | 875% |
| Annual Yield % from dividends | 0.00 | 0.63 | - |
| Returns for 1 year | -32.14 | -23.54 | 137% |
| Returns for 3 years | -18.46 | -10.69 | 173% |
| Returns for 5 years | -43.95 | 172.03 | -26% |
| Returns for 10 years | -39.80 | -84.97 | 47% |
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