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
Sep 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
HCPSX has more cash in the bank: 17.9M vs. OEPIX (13.3M). OEPIX pays higher dividends than HCPSX: OEPIX (0.50) 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 : 111.55 vs. HCPSX (24.62). OEPIX return over 5 years is better than : 164.49 vs. HCPSX (10.07).
| 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 | 7.427 | 73.956 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9M | 13.3M | 135% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 24.62 | 111.55 | 22% |
| Returns for 3 years | 24.73 | 11.01 | 225% |
| Returns for 5 years | 10.07 | 164.49 | 6% |
| Returns for 10 years | 133.61 | -63.95 | -209% |
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 % |
| HGOTX | 85.29 | 0.89 | +1.05% |
| Hartford Growth Opportunities R5 | |||
| IGFRX | 24.06 | 0.21 | +0.88% |
| Invesco EQV International Equity R6 | |||
| TRDIX | 10.36 | 0.09 | +0.88% |
| Transamerica Sustainable Equity Inc I2 | |||
| GQJPX | 12.93 | 0.10 | +0.78% |
| GQG Partners Intl Qual Val Fd Inv | |||
| BNIVX | 14.99 | 0.01 | +0.07% |
| Barrow Hanley International Value I | |||