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EPGFX vs OPGSX
EPGFX vs OPGSX Comparison
Open Charts EPGFX vs OPGSX
EPGFX vs OPGSX Comparison Chart in %
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EPGFX vs. OPGSX commentary
Aug 23, 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 EPGFX is a StrongBuy and OPGSX is a Hold.
FUNDAMENTALS
Fundamentals
OPGSX has more cash in the bank: 4.5B vs. EPGFX (683M). EPGFX pays higher dividends than OPGSX: EPGFX (7.58) vs OPGSX (0.48). EPGFX was incepted earlier than OPGSX: EPGFX (13 years) vs OPGSX (43 years). EPGFX (1.33) is less costly to investors than OPGSX (1.05). OPGSX is a more actively managed with annual turnover of: 74.00 vs. EPGFX (26.00). OPGSX initial investment is less costly to investors than EPGFX (5%) vs EPGFX (5%). OPGSX has a lower initial minimum investment than EPGFX: OPGSX (1000) vs EPGFX (2500). OPGSX (70.98) and EPGFX (70.61) have marching annual gain over last year. OPGSX return over 5 years is better than : 214.07 vs. EPGFX (178.71).
| EPGFX | OPGSX | EPGFX / OPGSX | |
| Total Expense Ratio | 1.33 | 1.05 | 127% |
| Annual Report Gross Expense Ratio | 1.33 | 1.05 | 127% |
| Fund Existence | 13 years | 43 years | - |
| Gain YTD | 21.823 | 20.423 | 107% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 4.5B | 15% |
| Annual Yield % from dividends | 7.58 | 0.48 | 1,569% |
| Returns for 1 year | 70.61 | 70.98 | 99% |
| Returns for 3 years | 217.11 | 237.12 | 92% |
| Returns for 5 years | 178.71 | 214.07 | 83% |
| Returns for 10 years | 204.28 | 290.87 | 70% |
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