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OEPIX vs VGENX
OEPIX vs VGENX Comparison Chart in %
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OEPIX vs. VGENX commentary
Jul 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 StrongBuy and VGENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.95B vs. OEPIX (11.2M). 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 (0.45). 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 : -2.51 vs. OEPIX (-44.75). OEPIX return over 5 years is better than : 70.40 vs. VGENX (46.97).
| 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 | -23.475 | 12.323 | -190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2M | 5.95B | 0% |
| Annual Yield % from dividends | 0.76 | 3.14 | 24% |
| Returns for 1 year | -44.75 | -2.51 | 1,779% |
| Returns for 3 years | -1.71 | 14.89 | -11% |
| Returns for 5 years | 70.40 | 46.97 | 150% |
| Returns for 10 years | -87.62 | 2.57 | -3,408% |
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