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BIPSX vs OEPIX
BIPSX vs OEPIX Comparison Chart in %
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BIPSX vs. OEPIX commentary
Nov 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 BIPSX is a Hold and OEPIX is a Hold.
FUNDAMENTALS
Fundamentals
BIPSX has more cash in the bank: 94.9M vs. OEPIX (11.3M). OEPIX pays higher dividends than BIPSX: OEPIX (0.54) 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: 149.00 vs. BIPSX (52.00). BIPSX (15000) and OEPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : -12.59 vs. BIPSX (-17.35). OEPIX return over 5 years is better than : 106.75 vs. BIPSX (-38.29).
| 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 | 34.803 | -6.585 | -528% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.9M | 11.3M | 840% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -17.35 | -12.59 | 138% |
| Returns for 3 years | -19.99 | -24.13 | 83% |
| Returns for 5 years | -38.29 | 106.75 | -36% |
| Returns for 10 years | -40.25 | -80.82 | 50% |
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