Interact to see
Advertisement
Advertisement
HCPSX vs OEPIX
HCPSX vs OEPIX Comparison
Open Charts HCPSX vs OEPIX
HCPSX vs OEPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCPSX 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 HCPSX is a Hold and OEPIX is a Buy.
FUNDAMENTALS
Fundamentals
HCPSX has more cash in the bank: 49.8M vs. OEPIX (10.7M). OEPIX pays higher dividends than HCPSX: OEPIX (0.57) vs HCPSX (0.00). HCPSX was incepted earlier than OEPIX: HCPSX (26 years) vs OEPIX (20 years). HCPSX (2.76) is less costly to investors than OEPIX (1.74). OEPIX is a more actively managed with annual turnover of: 149.00 vs. HCPSX (99.00). HCPSX (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. HCPSX (39.06). OEPIX return over 5 years is better than : 192.27 vs. HCPSX (16.66).
| HCPSX | OEPIX | HCPSX / OEPIX | |
| Total Expense Ratio | 2.76 | 1.74 | 159% |
| Annual Report Gross Expense Ratio | 2.76 | 1.74 | 159% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | 16.869 | 72.583 | 23% |
| 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 | 0.00 | 0.57 | - |
| Returns for 1 year | 39.06 | 134.17 | 29% |
| Returns for 3 years | 34.56 | 26.91 | 128% |
| Returns for 5 years | 16.66 | 192.27 | 9% |
| Returns for 10 years | 139.58 | -66.08 | -211% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ALSAX | 14.41 | 0.19 | +1.34% |
| Alger Small Cap Growth A | |||
| FMIMX | 39.74 | 0.25 | +0.63% |
| FMI Common Stock Investor | |||
| TGCNX | 23.05 | 0.14 | +0.61% |
| TCW Concentrated Large Cap Growth N Cl | |||
| WGGSX | 13.27 | 0.08 | +0.61% |
| Wasatch Global Select Institutional | |||
| PCAOX | 91.36 | 0.45 | +0.49% |
| Principal Capital Appreciation R3 | |||