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BIPSX vs OEPIX
BIPSX vs OEPIX Comparison Chart in %
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BIPSX vs. OEPIX commentary
Aug 16, 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 StrongBuy and OEPIX is a Hold.
FUNDAMENTALS
Fundamentals
BIPSX has more cash in the bank: 66.5M vs. OEPIX (10M). OEPIX pays higher dividends than BIPSX: OEPIX (0.71) 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 : -39.47 vs. BIPSX (-47.32). OEPIX return over 5 years is better than : 45.31 vs. BIPSX (-58.26).
| 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 | -6.045 | -27.769 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.5M | 10M | 665% |
| Annual Yield % from dividends | 0.00 | 0.71 | - |
| Returns for 1 year | -47.32 | -39.47 | 120% |
| Returns for 3 years | -43.40 | -11.34 | 383% |
| Returns for 5 years | -58.26 | 45.31 | -129% |
| Returns for 10 years | -64.64 | -87.95 | 74% |
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