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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
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 OEPIX is a StrongBuy and PHPIX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 11.4M vs. PHPIX (7.65M). PHPIX pays higher dividends than OEPIX: PHPIX (0.71) vs OEPIX (0.56). 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 (97.15) and PHPIX (96.40) have marching annual gain over last year. OEPIX return over 5 years is better than : 99.15 vs. PHPIX (56.86).
| 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 | 55.567 | 30.780 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4M | 7.65M | 149% |
| Annual Yield % from dividends | 0.56 | 0.71 | 78% |
| Returns for 1 year | 97.15 | 96.40 | 101% |
| Returns for 3 years | 21.86 | 86.15 | 25% |
| Returns for 5 years | 99.15 | 56.86 | 174% |
| Returns for 10 years | -68.45 | 79.14 | -86% |
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