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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
Jul 31, 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: 121M vs. OEPIX (10.2M). OEPIX pays higher dividends than BIPSX: OEPIX (0.56) 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. BIPSX annual gain was more profitable for investors over the last year : 116.04 vs. OEPIX (77.62). OEPIX return over 5 years is better than : 98.53 vs. BIPSX (-26.43).
| 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 | 30.505 | 42.386 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 10.2M | 1,186% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 116.04 | 77.62 | 150% |
| Returns for 3 years | 10.94 | 1.17 | 933% |
| Returns for 5 years | -26.43 | 98.53 | -27% |
| Returns for 10 years | -2.07 | -70.18 | 3% |
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