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OEPIX vs PHPIX
OEPIX vs PHPIX Comparison Chart in %
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OEPIX vs. PHPIX commentary
Feb 06, 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 OEPIX is a Buy and PHPIX is a Hold.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 19.2M vs. PHPIX (4.78M). PHPIX pays higher dividends than OEPIX: PHPIX (0.91) vs OEPIX (0.66). OEPIX was incepted earlier than PHPIX: OEPIX (20 years) vs PHPIX (26 years). PHPIX (2.53) is less costly to investors than OEPIX (1.74). PHPIX is a more actively managed with annual turnover of: 178.00 vs. OEPIX (149.00). OEPIX (15000) and PHPIX (15000) have matching initial minimum investment requirements. PHPIX annual gain was more profitable for investors over the last year : 33.99 vs. OEPIX (30.07). OEPIX return over 5 years is better than : 103.16 vs. PHPIX (25.67).
| OEPIX | PHPIX | OEPIX / PHPIX | |
| Total Expense Ratio | 1.74 | 1.78 | 98% |
| Annual Report Gross Expense Ratio | 1.74 | 2.53 | 69% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 37.960 | 1.127 | 3,368% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2M | 4.78M | 402% |
| Annual Yield % from dividends | 0.66 | 0.91 | 72% |
| Returns for 1 year | 30.07 | 33.99 | 88% |
| Returns for 3 years | 6.45 | 29.72 | 22% |
| Returns for 5 years | 103.16 | 25.67 | 402% |
| Returns for 10 years | -61.38 | 71.37 | -86% |
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