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OEPIX vs VGENX
OEPIX vs VGENX Comparison Chart in %
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OEPIX vs. VGENX commentary
Jul 07, 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 Buy and VGENX is a Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.75B vs. OEPIX (10M). VGENX pays higher dividends than OEPIX: VGENX (3.14) vs OEPIX (0.76). OEPIX was incepted earlier than VGENX: OEPIX (19 years) vs VGENX (41 years). OEPIX (1.72) is less costly to investors than VGENX (0.44). OEPIX is a more actively managed with annual turnover of: 217.00 vs. VGENX (36.00). VGENX has a lower initial minimum investment than OEPIX: VGENX (3000) vs OEPIX (15000). VGENX annual gain was more profitable for investors over the last year : -1.46 vs. OEPIX (-41.98). OEPIX return over 5 years is better than : 89.94 vs. VGENX (50.09).
| OEPIX | VGENX | OEPIX / VGENX | |
| Total Expense Ratio | 1.72 | 0.44 | 391% |
| Annual Report Gross Expense Ratio | 1.72 | 0.44 | 391% |
| Fund Existence | 19 years | 41 years | - |
| Gain YTD | -26.169 | 12.834 | -204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10M | 5.75B | 0% |
| Annual Yield % from dividends | 0.76 | 3.14 | 24% |
| Returns for 1 year | -41.98 | -1.46 | 2,883% |
| Returns for 3 years | -13.10 | 15.41 | -85% |
| Returns for 5 years | 89.94 | 50.09 | 180% |
| Returns for 10 years | -88.82 | -2.07 | 4,291% |
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