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HCPIX vs OEPIX
HCPIX vs OEPIX Comparison
Open Charts HCPIX vs OEPIX
HCPIX vs OEPIX Comparison Chart in %
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HCPIX vs. OEPIX commentary
Aug 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 HCPIX is a Hold and OEPIX is a Buy.
FUNDAMENTALS
Fundamentals
HCPIX has more cash in the bank: 12.1M vs. OEPIX (11.1M). 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 : 104.42 vs. HCPIX (35.93). OEPIX return over 5 years is better than : 113.71 vs. HCPIX (14.88).
| 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 | 5.993 | 53.272 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 11.1M | 109% |
| Annual Yield % from dividends | 0.16 | 0.57 | 29% |
| Returns for 1 year | 35.93 | 104.42 | 34% |
| Returns for 3 years | 24.20 | 6.43 | 377% |
| Returns for 5 years | 14.88 | 113.71 | 13% |
| Returns for 10 years | 138.37 | -66.67 | -208% |
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