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OEPIX vs OEPSX
OEPIX vs OEPSX Comparison Chart in %
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OEPIX vs. OEPSX commentary
Dec 27, 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 OEPIX is a Hold and OEPSX is a Hold.
FUNDAMENTALS
Fundamentals
OEPIX (11.6M) and OEPSX (11.6M) have equal amount of cash in the bank . OEPIX pays higher dividends than OEPSX: OEPIX (0.54) vs OEPSX (0.00). OEPIX was incepted earlier than OEPSX: OEPIX (20 years) vs OEPSX (20 years). OEPSX (2.74) is less costly to investors than OEPIX (1.74). OEPIX (149.00) and OEPSX (149.00) have comparable annual turnover. OEPIX (15000) and OEPSX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 0.83 vs. OEPSX (-0.15). OEPIX return over 5 years is better than : 69.83 vs. OEPSX (61.50).
| OEPIX | OEPSX | OEPIX / OEPSX | |
| Total Expense Ratio | 1.74 | 2.74 | 64% |
| Annual Report Gross Expense Ratio | 1.74 | 2.74 | 64% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | -3.696 | -4.602 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 11.6M | 100% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 0.83 | -0.15 | -540% |
| Returns for 3 years | -20.81 | -23.19 | 90% |
| Returns for 5 years | 69.83 | 61.50 | 114% |
| Returns for 10 years | -75.33 | -77.71 | 97% |
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