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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OEPIX (11.4M) and HCPSX (11.1M) have equal amount of cash in the bank . OEPIX pays higher dividends than HCPSX: OEPIX (0.56) 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 : 97.15 vs. HCPSX (25.62). OEPIX return over 5 years is better than : 99.15 vs. HCPSX (12.79).
| 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 | 4.209 | 55.567 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 11.4M | 97% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 25.62 | 97.15 | 26% |
| Returns for 3 years | 21.20 | 21.86 | 97% |
| Returns for 5 years | 12.79 | 99.15 | 13% |
| Returns for 10 years | 116.04 | -68.45 | -170% |
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