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BMPIX vs OEPIX
BMPIX vs OEPIX Comparison Chart
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BMPIX vs. OEPIX commentary
Dec 19, 2024
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 BMPIX is a Hold and OEPIX is a Hold.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 11M vs. BMPIX (4.35M). BMPIX pays higher dividends than OEPIX: BMPIX (0.85) vs OEPIX (0.00). BMPIX was incepted earlier than OEPIX: BMPIX (23 years) vs OEPIX (19 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. BMPIX (188.00). BMPIX (15000) and OEPIX (15000) have matching initial minimum investment requirements. BMPIX annual gain was more profitable for investors over the last year : 2.06 vs. OEPIX (-14.96). BMPIX return over 5 years is better than : 62.82 vs. OEPIX (-41.68).
| BMPIX | OEPIX | BMPIX / OEPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 0.716 | -15.855 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35M | 11M | 40% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 2.06 | -14.96 | -14% |
| Returns for 3 years | 3.46 | 56.66 | 6% |
| Returns for 5 years | 62.82 | -41.68 | -151% |
| Returns for 10 years | 97.87 | -86.73 | -113% |
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