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EPGIX vs OPGSX
EPGIX vs OPGSX Comparison
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EPGIX vs OPGSX Comparison Chart in %
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EPGIX vs. OPGSX commentary
Jun 03, 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 EPGIX is a Buy and OPGSX is a Hold.
FUNDAMENTALS
Fundamentals
OPGSX has more cash in the bank: 4B vs. EPGIX (598M). EPGIX pays higher dividends than OPGSX: EPGIX (6.45) vs OPGSX (0.41). EPGIX was incepted earlier than OPGSX: EPGIX (8 years) vs OPGSX (43 years). EPGIX (1.08) and OPGSX (1.05) have similar cost to investors . OPGSX is a more actively managed with annual turnover of: 47.00 vs. EPGIX (26.00). OPGSX has a lower initial minimum investment than EPGIX: OPGSX (1000) vs EPGIX (5000). EPGIX annual gain was more profitable for investors over the last year : 66.62 vs. OPGSX (56.27). OPGSX return over 5 years is better than : 108.43 vs. EPGIX (91.93).
| EPGIX | OPGSX | EPGIX / OPGSX | |
| Total Expense Ratio | 1.08 | 1.05 | 103% |
| Annual Report Gross Expense Ratio | 1.08 | 1.05 | 103% |
| Fund Existence | 8 years | 43 years | - |
| Gain YTD | 5.956 | 2.185 | 273% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 4B | 15% |
| Annual Yield % from dividends | 6.45 | 0.41 | 1,581% |
| Returns for 1 year | 66.62 | 56.27 | 118% |
| Returns for 3 years | 148.90 | 161.97 | 92% |
| Returns for 5 years | 91.93 | 108.43 | 85% |
| Returns for 10 years | N/A | 299.34 | - |
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