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OEPIX vs OEPSX
OEPIX vs OEPSX Comparison
Open Charts OEPIX vs OEPSX
OEPIX vs OEPSX Comparison Chart in %
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published Highlights
Market Cap
The average market capitalization across the group is 12.98M. The market cap for tickers in the group ranges from 12.98M to 12.98M. OEPIX holds the highest valuation in this group at 12.98M. The lowest valued company is OEPIX at 12.98M.
High and low price notable news
The average weekly price growth across all stocks in the group was 6%. For the same group, the average monthly price growth was 14%, and the average quarterly price growth was 20%. OEPIX experienced the highest price growth at 6%, while OEPSX experienced the biggest fall at 6%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
OEPIX vs. OEPSX commentary
Sep 04, 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.
FUNDAMENTALS
Fundamentals
OEPIX (13M) and OEPSX (13M) have equal amount of cash in the bank . OEPIX pays higher dividends than OEPSX: OEPIX (0.50) 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 (133.76) and OEPSX (131.51) have marching annual gain over last year. OEPIX return over 5 years is better than : 164.00 vs. OEPSX (151.15).
| OEPIX | OEPSX | OEPIX / OEPSX | |
| Total Expense Ratio | 1.74 | 2.74 | 64% |
| Annual Report Gross Expense Ratio | 1.74 | 2.74 | 64% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 81.304 | 80.172 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 13M | 100% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 133.76 | 131.51 | 102% |
| Returns for 3 years | 22.43 | 18.77 | 119% |
| Returns for 5 years | 164.00 | 151.15 | 109% |
| Returns for 10 years | -62.78 | -66.37 | 95% |
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