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OEPIX vs PHPIX
OEPIX vs PHPIX Comparison
Open Charts OEPIX vs PHPIX
OEPIX vs PHPIX Comparison Chart in %
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OEPIX vs. PHPIX commentary
Sep 12, 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 Hold and PHPIX is a Hold.
FUNDAMENTALS
Fundamentals
PHPIX has more cash in the bank: 95.5M vs. OEPIX (13.2M). PHPIX pays higher dividends than OEPIX: PHPIX (0.65) vs OEPIX (0.50). OEPIX was incepted earlier than PHPIX: OEPIX (20 years) vs PHPIX (26 years). PHPIX (2.53) is less costly to investors than OEPIX (1.74). PHPIX is a more actively managed with annual turnover of: 178.00 vs. OEPIX (149.00). OEPIX (15000) and PHPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 110.52 vs. PHPIX (62.46). OEPIX return over 5 years is better than : 163.19 vs. PHPIX (51.32).
| OEPIX | PHPIX | OEPIX / PHPIX | |
| Total Expense Ratio | 1.74 | 1.78 | 98% |
| Annual Report Gross Expense Ratio | 1.74 | 2.53 | 69% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 73.104 | 28.382 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 95.5M | 14% |
| Annual Yield % from dividends | 0.50 | 0.65 | 76% |
| Returns for 1 year | 110.52 | 62.46 | 177% |
| Returns for 3 years | 10.47 | 71.90 | 15% |
| Returns for 5 years | 163.19 | 51.32 | 318% |
| Returns for 10 years | -64.12 | 91.51 | -70% |
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