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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 25, 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: 668M vs. ECPAX (176M). OPATX pays higher dividends than ECPAX: OPATX (4.36) 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 (38.00). ECPAX (1000) and OPATX (1000) have matching initial minimum investment requirements. ECPAX (7.18) and OPATX (6.86) have marching annual gain over last year. OPATX return over 5 years is better than : 3.96 vs. ECPAX (-1.79).
| 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 | 1.999 | 2.013 | 99% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 668M | 26% |
| Annual Yield % from dividends | 2.93 | 4.36 | 67% |
| Returns for 1 year | 7.18 | 6.86 | 105% |
| Returns for 3 years | 8.87 | 10.64 | 83% |
| Returns for 5 years | -1.79 | 3.96 | -45% |
| Returns for 10 years | -2.60 | 28.45 | -9% |
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