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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
Jul 25, 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: 3.4B vs. EPGFX (513M). EPGFX pays higher dividends than OPGSX: EPGFX (7.32) 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 annual gain was more profitable for investors over the last year : 39.83 vs. EPGFX (35.11). OPGSX return over 5 years is better than : 112.49 vs. EPGFX (94.07).
| 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 | -8.709 | -10.686 | 81% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 3.4B | 15% |
| Annual Yield % from dividends | 7.32 | 0.48 | 1,533% |
| Returns for 1 year | 35.11 | 39.83 | 88% |
| Returns for 3 years | 113.58 | 123.46 | 92% |
| Returns for 5 years | 94.07 | 112.49 | 84% |
| Returns for 10 years | 140.63 | 200.85 | 70% |
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