Interact to see
Advertisement
Advertisement
HCPIX vs OEPIX
HCPIX vs OEPIX Comparison
Open Charts HCPIX vs OEPIX
HCPIX vs OEPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCPIX vs. OEPIX commentary
Aug 23, 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 HCPIX is a Hold and OEPIX is a Buy.
FUNDAMENTALS
Fundamentals
HCPIX has more cash in the bank: 49.8M vs. OEPIX (10.7M). OEPIX pays higher dividends than HCPIX: OEPIX (0.57) vs HCPIX (0.16). HCPIX was incepted earlier than OEPIX: HCPIX (26 years) vs OEPIX (20 years). HCPIX (1.76) and OEPIX (1.74) have similar cost to investors . OEPIX is a more actively managed with annual turnover of: 149.00 vs. HCPIX (99.00). HCPIX (15000) and OEPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 134.17 vs. HCPIX (40.47). OEPIX return over 5 years is better than : 192.27 vs. HCPIX (22.64).
| HCPIX | OEPIX | HCPIX / OEPIX | |
| Total Expense Ratio | 1.76 | 1.74 | 101% |
| Annual Report Gross Expense Ratio | 1.76 | 1.74 | 101% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | 17.627 | 72.583 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 10.7M | 465% |
| Annual Yield % from dividends | 0.16 | 0.57 | 29% |
| Returns for 1 year | 40.47 | 134.17 | 30% |
| Returns for 3 years | 38.66 | 26.91 | 144% |
| Returns for 5 years | 22.64 | 192.27 | 12% |
| Returns for 10 years | 169.06 | -66.08 | -256% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement