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FIKAX vs OEPIX
FIKAX vs OEPIX Comparison Chart
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FIKAX vs. OEPIX commentary
May 09, 2025
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 FIKAX is a Buy and OEPIX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 892M vs. OEPIX (7.86M). FIKAX pays higher dividends than OEPIX: FIKAX (1.14) vs OEPIX (0.88). FIKAX was incepted earlier than OEPIX: FIKAX (7 years) vs OEPIX (19 years). OEPIX (1.72) is less costly to investors than FIKAX (0.58). OEPIX is a more actively managed with annual turnover of: 217.00 vs. FIKAX (31.00). FIKAX has a lower initial minimum investment than OEPIX: FIKAX (0) vs OEPIX (15000). FIKAX annual gain was more profitable for investors over the last year : -15.33 vs. OEPIX (-53.50). FIKAX return over 5 years is better than : 169.01 vs. OEPIX (65.56).
| FIKAX | OEPIX | FIKAX / OEPIX | |
| Total Expense Ratio | 0.58 | 1.72 | 34% |
| Annual Report Gross Expense Ratio | 0.58 | 1.72 | 34% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | -7.080 | -39.201 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 7.86M | 11,354% |
| Annual Yield % from dividends | 1.14 | 0.88 | 129% |
| Returns for 1 year | -15.33 | -53.50 | 29% |
| Returns for 3 years | 14.95 | -36.12 | -41% |
| Returns for 5 years | 169.01 | 65.56 | 258% |
| Returns for 10 years | N/A | -92.08 | - |
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