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BIPSX vs OEPIX
BIPSX vs OEPIX Comparison
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BIPSX vs OEPIX Comparison Chart in %
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BIPSX vs. OEPIX commentary
Sep 13, 2026
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: 136M vs. OEPIX (13.2M). OEPIX pays higher dividends than BIPSX: OEPIX (0.50) vs BIPSX (0.00). BIPSX was incepted earlier than OEPIX: BIPSX (26 years) vs OEPIX (20 years). BIPSX (2.52) is less costly to investors than OEPIX (1.74). 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 : 110.52 vs. BIPSX (96.34). OEPIX return over 5 years is better than : 163.19 vs. BIPSX (-24.29).
| BIPSX | OEPIX | BIPSX / OEPIX | |
| Total Expense Ratio | 2.52 | 1.74 | 145% |
| Annual Report Gross Expense Ratio | 2.52 | 1.74 | 145% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | 38.532 | 73.104 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 13.2M | 1,030% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 96.34 | 110.52 | 87% |
| Returns for 3 years | 28.96 | 10.47 | 277% |
| Returns for 5 years | -24.29 | 163.19 | -15% |
| Returns for 10 years | 7.74 | -64.12 | -12% |
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