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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
Sep 13, 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 Hold and OPGSX is a Hold.
FUNDAMENTALS
Fundamentals
OPGSX has more cash in the bank: 4.21B vs. EPGFX (647M). EPGFX pays higher dividends than OPGSX: EPGFX (5.79) vs OPGSX (0.37). 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). EPGFX (39.29) and OPGSX (38.17) have marching annual gain over last year. OPGSX return over 5 years is better than : 188.45 vs. EPGFX (156.40).
| 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 | 15.747 | 13.582 | 116% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 4.21B | 15% |
| Annual Yield % from dividends | 5.79 | 0.37 | 1,571% |
| Returns for 1 year | 39.29 | 38.17 | 103% |
| Returns for 3 years | 200.61 | 215.04 | 93% |
| Returns for 5 years | 156.40 | 188.45 | 83% |
| Returns for 10 years | 206.37 | 298.62 | 69% |
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