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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
Aug 30, 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 Buy and OPGSX is a Hold.
FUNDAMENTALS
Fundamentals
OPGSX has more cash in the bank: 4.38B vs. EKWAX (1.42B). EKWAX pays higher dividends than OPGSX: EKWAX (1.36) vs OPGSX (0.48). EKWAX was incepted earlier than OPGSX: EKWAX (29 years) vs OPGSX (43 years). EKWAX (1.16) is less costly to investors than OPGSX (1.05). OPGSX is a more actively managed with annual turnover of: 74.00 vs. EKWAX (8.00). 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 : 67.96 vs. OPGSX (61.74). EKWAX return over 5 years is better than : 277.80 vs. OPGSX (185.95).
| EKWAX | OPGSX | EKWAX / OPGSX | |
| Total Expense Ratio | 1.09 | 1.05 | 104% |
| Annual Report Gross Expense Ratio | 1.16 | 1.05 | 110% |
| Fund Existence | 29 years | 43 years | - |
| Gain YTD | 17.098 | 17.324 | 99% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 4.38B | 33% |
| Annual Yield % from dividends | 1.36 | 0.48 | 281% |
| Returns for 1 year | 67.96 | 61.74 | 110% |
| Returns for 3 years | 290.75 | 210.29 | 138% |
| Returns for 5 years | 277.80 | 185.95 | 149% |
| Returns for 10 years | 344.48 | 319.81 | 108% |
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