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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
Sep 21, 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: 4.11B vs. EKWAX (1.32B). EKWAX pays higher dividends than OPGSX: EKWAX (1.03) vs OPGSX (0.37). EKWAX was incepted earlier than OPGSX: EKWAX (29 years) vs OPGSX (43 years). EKWAX (1.09) is less costly to investors than OPGSX (0.94). 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 : 45.45 vs. OPGSX (39.28). EKWAX return over 5 years is better than : 285.51 vs. OPGSX (191.51).
| EKWAX | OPGSX | EKWAX / OPGSX | |
| Total Expense Ratio | 1.09 | 0.94 | 116% |
| Annual Report Gross Expense Ratio | 1.09 | 0.94 | 116% |
| Fund Existence | 29 years | 43 years | - |
| Gain YTD | 12.621 | 12.515 | 101% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 4.11B | 32% |
| Annual Yield % from dividends | 1.03 | 0.37 | 281% |
| Returns for 1 year | 45.45 | 39.28 | 116% |
| Returns for 3 years | 281.64 | 208.54 | 135% |
| Returns for 5 years | 285.51 | 191.51 | 149% |
| Returns for 10 years | 324.27 | 292.30 | 111% |
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