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EKWAX vs OPGSX
EKWAX vs OPGSX Comparison
Open Charts EKWAX vs OPGSX
EKWAX vs OPGSX Comparison Chart in %
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EKWAX vs. OPGSX commentary
Jul 01, 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 EKWAX is a Hold and OPGSX is a Hold.
FUNDAMENTALS
Fundamentals
OPGSX has more cash in the bank: 3.45B vs. EKWAX (1.12B). EKWAX pays higher dividends than OPGSX: EKWAX (1.14) vs OPGSX (0.41). EKWAX was incepted earlier than OPGSX: EKWAX (28 years) vs OPGSX (43 years). EKWAX (1.17) is less costly to investors than OPGSX (1.05). OPGSX is a more actively managed with annual turnover of: 47.00 vs. EKWAX (14.00). EKWAX (6%) and OPGSX (6%) have equivalent initial investment costs. EKWAX (1000) and OPGSX (1000) have matching initial minimum investment requirements. EKWAX annual gain was more profitable for investors over the last year : 48.70 vs. OPGSX (42.63). EKWAX return over 5 years is better than : 184.80 vs. OPGSX (105.40).
| EKWAX | OPGSX | EKWAX / OPGSX | |
| Total Expense Ratio | 1.09 | 1.05 | 104% |
| Annual Report Gross Expense Ratio | 1.17 | 1.05 | 111% |
| Fund Existence | 28 years | 43 years | - |
| Gain YTD | -10.115 | -10.533 | 96% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 3.45B | 33% |
| Annual Yield % from dividends | 1.14 | 0.41 | 278% |
| Returns for 1 year | 48.70 | 42.63 | 114% |
| Returns for 3 years | 194.06 | 136.93 | 142% |
| Returns for 5 years | 184.80 | 105.40 | 175% |
| Returns for 10 years | 213.08 | 198.47 | 107% |