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FSENX vs OEPIX
FSENX vs OEPIX Comparison Chart
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FSENX 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 FSENX is a Buy and OEPIX is a Buy.
FUNDAMENTALS
Fundamentals
FSENX has more cash in the bank: 1.68B vs. OEPIX (7.86M). FSENX pays higher dividends than OEPIX: FSENX (2.19) vs OEPIX (0.88). FSENX was incepted earlier than OEPIX: FSENX (44 years) vs OEPIX (19 years). OEPIX (1.72) is less costly to investors than FSENX (0.73). OEPIX is a more actively managed with annual turnover of: 217.00 vs. FSENX (15.00). FSENX has a lower initial minimum investment than OEPIX: FSENX (0) vs OEPIX (15000). FSENX annual gain was more profitable for investors over the last year : -15.50 vs. OEPIX (-52.46). FSENX return over 5 years is better than : 168.29 vs. OEPIX (69.14).
| FSENX | OEPIX | FSENX / OEPIX | |
| Total Expense Ratio | 0.73 | 1.72 | 42% |
| Annual Report Gross Expense Ratio | 0.73 | 1.72 | 42% |
| Fund Existence | 44 years | 19 years | - |
| Gain YTD | -7.221 | -37.889 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 7.86M | 21,321% |
| Annual Yield % from dividends | 2.19 | 0.88 | 248% |
| Returns for 1 year | -15.50 | -52.46 | 30% |
| Returns for 3 years | 4.22 | -45.25 | -9% |
| Returns for 5 years | 168.29 | 69.14 | 243% |
| Returns for 10 years | 24.72 | -92.10 | -27% |
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