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HCPSX vs OEPIX
HCPSX vs OEPIX Comparison
Open Charts HCPSX vs OEPIX
HCPSX vs OEPIX Comparison Chart in %
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HCPSX 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 HCPSX is a Hold and OEPIX is a Buy.
FUNDAMENTALS
Fundamentals
HCPSX has more cash in the bank: 12.1M vs. OEPIX (11.1M). 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 : 104.42 vs. HCPSX (34.57). OEPIX return over 5 years is better than : 113.71 vs. HCPSX (9.27).
| 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 | 5.367 | 53.272 | 10% |
| 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 | 0.00 | 0.57 | - |
| Returns for 1 year | 34.57 | 104.42 | 33% |
| Returns for 3 years | 20.55 | 6.43 | 320% |
| Returns for 5 years | 9.27 | 113.71 | 8% |
| Returns for 10 years | 112.22 | -66.67 | -168% |
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