Interact to see
Advertisement
Advertisement
BIPSX vs OEPIX
BIPSX vs OEPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIPSX vs. OEPIX commentary
Sep 10, 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 BIPSX is a Hold and OEPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BIPSX has more cash in the bank: 70.9M vs. OEPIX (10.1M). OEPIX pays higher dividends than BIPSX: OEPIX (0.66) vs BIPSX (0.00). BIPSX was incepted earlier than OEPIX: BIPSX (25 years) vs OEPIX (19 years). BIPSX (2.56) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. BIPSX (196.00). BIPSX (15000) and OEPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : -23.01 vs. BIPSX (-40.87). OEPIX return over 5 years is better than : 99.49 vs. BIPSX (-51.45).
| BIPSX | OEPIX | BIPSX / OEPIX | |
| Total Expense Ratio | 2.56 | 1.72 | 149% |
| Annual Report Gross Expense Ratio | 2.56 | 1.72 | 149% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 3.023 | -21.817 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.9M | 10.1M | 702% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | -40.87 | -23.01 | 178% |
| Returns for 3 years | -35.03 | -12.97 | 270% |
| Returns for 5 years | -51.45 | 99.49 | -52% |
| Returns for 10 years | -57.30 | -84.91 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement