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OEPSX vs VGENX
OEPSX vs VGENX Comparison Chart in %
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OEPSX vs. VGENX commentary
Aug 18, 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 OEPSX is a Hold and VGENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.92B vs. OEPSX (9.98M). VGENX pays higher dividends than OEPSX: VGENX (3.13) vs OEPSX (0.00). OEPSX was incepted earlier than VGENX: OEPSX (19 years) vs VGENX (41 years). OEPSX (2.72) is less costly to investors than VGENX (0.45). OEPSX is a more actively managed with annual turnover of: 217.00 vs. VGENX (36.00). VGENX has a lower initial minimum investment than OEPSX: VGENX (3000) vs OEPSX (15000). VGENX annual gain was more profitable for investors over the last year : -3.67 vs. OEPSX (-41.23). VGENX return over 5 years is better than : 43.90 vs. OEPSX (35.54).
| OEPSX | VGENX | OEPSX / VGENX | |
| Total Expense Ratio | 2.72 | 0.45 | 604% |
| Annual Report Gross Expense Ratio | 2.72 | 0.45 | 604% |
| Fund Existence | 19 years | 41 years | - |
| Gain YTD | -29.536 | 12.532 | -236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.98M | 5.92B | 0% |
| Annual Yield % from dividends | 0.00 | 3.13 | - |
| Returns for 1 year | -41.23 | -3.67 | 1,123% |
| Returns for 3 years | -15.60 | 6.71 | -232% |
| Returns for 5 years | 35.54 | 43.90 | 81% |
| Returns for 10 years | -89.31 | 4.08 | -2,188% |
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