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ENPSX vs OEPIX
ENPSX vs OEPIX Comparison Chart
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ENPSX vs. OEPIX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
ENPSX has more cash in the bank: 20.1M vs. OEPIX (7.86M). ENPSX pays higher dividends than OEPIX: ENPSX (2.88) vs OEPIX (0.88). 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 : -21.86 vs. OEPIX (-53.50). ENPSX return over 5 years is better than : 175.49 vs. OEPIX (65.56).
| 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 | -10.766 | -39.201 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 7.86M | 256% |
| Annual Yield % from dividends | 2.88 | 0.88 | 326% |
| Returns for 1 year | -21.86 | -53.50 | 41% |
| Returns for 3 years | 0.69 | -36.12 | -2% |
| Returns for 5 years | 175.49 | 65.56 | 268% |
| Returns for 10 years | -21.59 | -92.08 | 23% |
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