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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 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OPGSX has more cash in the bank: 3.34B vs. EKWAX (1.07B). EKWAX pays higher dividends than OPGSX: EKWAX (1.33) 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 (48.88) and OPGSX (47.08) have marching annual gain over last year. EKWAX return over 5 years is better than : 167.20 vs. OPGSX (105.68).
| 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 | -12.422 | -8.908 | 139% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 3.34B | 32% |
| Annual Yield % from dividends | 1.33 | 0.48 | 279% |
| Returns for 1 year | 48.88 | 47.08 | 104% |
| Returns for 3 years | 177.12 | 129.24 | 137% |
| Returns for 5 years | 167.20 | 105.68 | 158% |
| Returns for 10 years | 186.43 | 182.22 | 102% |
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