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ECPAX vs OPATX
ECPAX vs OPATX Comparison
Open Charts ECPAX vs OPATX
ECPAX vs OPATX Comparison Chart in %
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ECPAX vs. OPATX commentary
Jun 04, 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 ECPAX is a Hold and OPATX is a Hold.
FUNDAMENTALS
Fundamentals
OPATX has more cash in the bank: 669M vs. ECPAX (176M). OPATX pays higher dividends than ECPAX: OPATX (4.34) vs ECPAX (2.93). ECPAX was incepted earlier than OPATX: ECPAX (20 years) vs OPATX (37 years). ECPAX (1.50) is less costly to investors than OPATX (0.93). ECPAX is a more actively managed with annual turnover of: 62.00 vs. OPATX (28.00). ECPAX (1000) and OPATX (1000) have matching initial minimum investment requirements. ECPAX annual gain was more profitable for investors over the last year : 7.61 vs. OPATX (6.94). OPATX return over 5 years is better than : 4.02 vs. ECPAX (-2.02).
| ECPAX | OPATX | ECPAX / OPATX | |
| Total Expense Ratio | 1.50 | 0.93 | 161% |
| Annual Report Gross Expense Ratio | 1.50 | 0.93 | 161% |
| Fund Existence | 20 years | 37 years | - |
| Gain YTD | 1.872 | 1.988 | 94% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 669M | 26% |
| Annual Yield % from dividends | 2.93 | 4.34 | 68% |
| Returns for 1 year | 7.61 | 6.94 | 110% |
| Returns for 3 years | 9.27 | 11.16 | 83% |
| Returns for 5 years | -2.02 | 4.02 | -50% |
| Returns for 10 years | -1.78 | 30.26 | -6% |
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