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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
HCPIX has more cash in the bank: 17.9M vs. OEPIX (13.2M). OEPIX pays higher dividends than HCPIX: OEPIX (0.50) vs HCPIX (0.15). 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 : 110.52 vs. HCPIX (26.18). OEPIX return over 5 years is better than : 163.19 vs. HCPIX (15.98).
| 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 | 8.435 | 73.104 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9M | 13.2M | 136% |
| Annual Yield % from dividends | 0.15 | 0.50 | 31% |
| Returns for 1 year | 26.18 | 110.52 | 24% |
| Returns for 3 years | 28.81 | 10.47 | 275% |
| Returns for 5 years | 15.98 | 163.19 | 10% |
| Returns for 10 years | 162.94 | -64.12 | -254% |
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