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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
Jun 04, 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 Buy and OPGSX is a Hold.
FUNDAMENTALS
Fundamentals
OPGSX has more cash in the bank: 4B vs. EPGFX (598M). EPGFX pays higher dividends than OPGSX: EPGFX (6.36) vs OPGSX (0.41). 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: 47.00 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). EPGFX annual gain was more profitable for investors over the last year : 66.17 vs. OPGSX (56.27). OPGSX return over 5 years is better than : 108.43 vs. EPGFX (89.48).
| 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 | 5.823 | 2.185 | 267% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 4B | 15% |
| Annual Yield % from dividends | 6.36 | 0.41 | 1,558% |
| Returns for 1 year | 66.17 | 56.27 | 118% |
| Returns for 3 years | 147.08 | 161.97 | 91% |
| Returns for 5 years | 89.48 | 108.43 | 83% |
| Returns for 10 years | 232.05 | 299.34 | 78% |