Interact to see
Advertisement
Advertisement
OEPIX vs VGENX
OEPIX vs VGENX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. VGENX commentary
Sep 28, 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: 5.95B vs. OEPIX (11.8M). VGENX pays higher dividends than OEPIX: VGENX (3.10) vs OEPIX (0.66). 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 : -0.69 vs. OEPIX (-14.38). OEPIX return over 5 years is better than : 187.84 vs. VGENX (75.77).
| 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 | -13.516 | 16.897 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 5.95B | 0% |
| Annual Yield % from dividends | 0.66 | 3.10 | 21% |
| Returns for 1 year | -14.38 | -0.69 | 2,099% |
| Returns for 3 years | 30.62 | 23.24 | 132% |
| Returns for 5 years | 187.84 | 75.77 | 248% |
| Returns for 10 years | -80.78 | 23.62 | -342% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement