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OEPIX vs VGENX
OEPIX vs VGENX Comparison Chart in %
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OEPIX vs. VGENX commentary
Aug 20, 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 VGENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.92B vs. OEPIX (9.78M). VGENX pays higher dividends than OEPIX: VGENX (3.13) vs OEPIX (0.71). OEPIX was incepted earlier than VGENX: OEPIX (19 years) vs VGENX (41 years). OEPIX (1.72) is less costly to investors than VGENX (0.45). 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 : -4.67 vs. OEPIX (-41.02). OEPIX return over 5 years is better than : 60.27 vs. VGENX (45.75).
| OEPIX | VGENX | OEPIX / VGENX | |
| Total Expense Ratio | 1.72 | 0.45 | 382% |
| Annual Report Gross Expense Ratio | 1.72 | 0.45 | 382% |
| Fund Existence | 19 years | 41 years | - |
| Gain YTD | -29.127 | 11.719 | -249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.78M | 5.92B | 0% |
| Annual Yield % from dividends | 0.71 | 3.13 | 23% |
| Returns for 1 year | -41.02 | -4.67 | 878% |
| Returns for 3 years | -17.40 | 4.75 | -366% |
| Returns for 5 years | 60.27 | 45.75 | 132% |
| Returns for 10 years | -86.57 | 11.62 | -745% |
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