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ENPSX vs OEPIX
ENPSX vs OEPIX Comparison Chart in %
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ENPSX vs. OEPIX commentary
Jun 27, 2025
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 ENPSX is a Buy and OEPIX is a Hold.
FUNDAMENTALS
Fundamentals
ENPSX has more cash in the bank: 18.8M vs. OEPIX (13.1M). ENPSX pays higher dividends than OEPIX: ENPSX (2.84) vs OEPIX (0.83). ENPSX was incepted earlier than OEPIX: ENPSX (25 years) vs OEPIX (19 years). ENPSX (2.61) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. ENPSX (158.00). ENPSX (15000) and OEPIX (15000) have matching initial minimum investment requirements. ENPSX annual gain was more profitable for investors over the last year : -12.59 vs. OEPIX (-45.62). ENPSX return over 5 years is better than : 223.80 vs. OEPIX (82.08).
| ENPSX | OEPIX | ENPSX / OEPIX | |
| Total Expense Ratio | 2.61 | 1.72 | 152% |
| Annual Report Gross Expense Ratio | 2.61 | 1.72 | 152% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | -3.917 | -32.385 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8M | 13.1M | 144% |
| Annual Yield % from dividends | 2.84 | 0.83 | 341% |
| Returns for 1 year | -12.59 | -45.62 | 28% |
| Returns for 3 years | 12.61 | -23.40 | -54% |
| Returns for 5 years | 223.80 | 82.08 | 273% |
| Returns for 10 years | -6.44 | -90.20 | 7% |
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