Interact to see
Advertisement
Advertisement
OEPIX vs VGENX
OEPIX vs VGENX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. VGENX commentary
Jun 16, 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 (12M). VGENX pays higher dividends than OEPIX: VGENX (3.25) vs OEPIX (0.83). 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 : 0.21 vs. OEPIX (-36.51). OEPIX return over 5 years is better than : 73.01 vs. VGENX (46.70).
| 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 | -22.623 | 12.416 | -182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12M | 5.75B | 0% |
| Annual Yield % from dividends | 0.83 | 3.25 | 26% |
| Returns for 1 year | -36.51 | 0.21 | -17,452% |
| Returns for 3 years | -26.71 | 9.50 | -281% |
| Returns for 5 years | 73.01 | 46.70 | 156% |
| Returns for 10 years | -89.22 | -8.64 | 1,033% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers