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FIKAX vs OEPSX
FIKAX vs OEPSX Comparison Chart in %
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FIKAX vs. OEPSX commentary
Jul 13, 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 StrongBuy and OEPSX is a Buy.
FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 931M vs. OEPSX (10.5M). FIKAX pays higher dividends than OEPSX: FIKAX (1.03) vs OEPSX (0.00). FIKAX was incepted earlier than OEPSX: FIKAX (7 years) vs OEPSX (19 years). OEPSX (2.72) is less costly to investors than FIKAX (0.58). OEPSX is a more actively managed with annual turnover of: 217.00 vs. FIKAX (31.00). FIKAX has a lower initial minimum investment than OEPSX: FIKAX (0) vs OEPSX (15000). FIKAX annual gain was more profitable for investors over the last year : -1.34 vs. OEPSX (-40.77). FIKAX return over 5 years is better than : 220.07 vs. OEPSX (97.88).
| FIKAX | OEPSX | FIKAX / OEPSX | |
| Total Expense Ratio | 0.58 | 2.72 | 21% |
| Annual Report Gross Expense Ratio | 0.58 | 2.72 | 21% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 5.535 | -23.263 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 10.5M | 8,867% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | -1.34 | -40.77 | 3% |
| Returns for 3 years | 43.91 | 2.81 | 1,564% |
| Returns for 5 years | 220.07 | 97.88 | 225% |
| Returns for 10 years | N/A | -89.75 | - |
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