OEPIX
Price
$151.96
Change
+$6.06 (+4.15%)
Updated
Aug 14 closing price
Net Assets
11.87M
OEPSX
Price
$131.02
Change
+$5.21 (+4.14%)
Updated
Aug 14 closing price
Net Assets
11.87M
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OEPIX vs OEPSX

OEPIX vs OEPSX Comparison Chart in %
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OEPIX vs. OEPSX commentary
Aug 15, 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 OEPIX is a Buy and OEPSX is a Buy.

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FUNDAMENTALS
Fundamentals
OEPIX (11.9M) and OEPSX (11.9M) have equal amount of cash in the bank . OEPIX pays higher dividends than OEPSX: OEPIX (0.57) vs OEPSX (0.00). OEPIX was incepted earlier than OEPSX: OEPIX (20 years) vs OEPSX (20 years). OEPSX (2.74) is less costly to investors than OEPIX (1.74). OEPIX (149.00) and OEPSX (149.00) have comparable annual turnover. OEPIX (15000) and OEPSX (15000) have matching initial minimum investment requirements. OEPIX (134.58) and OEPSX (132.38) have marching annual gain over last year. OEPIX return over 5 years is better than : 154.89 vs. OEPSX (142.50).
OEPIXOEPSXOEPIX / OEPSX
Total Expense Ratio1.742.7464%
Annual Report Gross Expense Ratio1.742.7464%
Fund Existence20 years20 years-
Gain YTD72.64271.684101%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9M11.9M100%
Annual Yield % from dividends0.570.00-
Returns for 1 year134.58132.38102%
Returns for 3 years24.4520.76118%
Returns for 5 years154.89142.50109%
Returns for 10 years-65.61-68.9195%
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