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OEPIX vs PHPSX
OEPIX vs PHPSX Comparison
Open Charts OEPIX vs PHPSX
OEPIX vs PHPSX Comparison Chart in %
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OEPIX vs. PHPSX commentary
Sep 09, 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 PHPSX is a Hold.
FUNDAMENTALS
Fundamentals
PHPSX has more cash in the bank: 101M vs. OEPIX (13.3M). OEPIX pays higher dividends than PHPSX: OEPIX (0.50) vs PHPSX (0.00). OEPIX was incepted earlier than PHPSX: OEPIX (20 years) vs PHPSX (26 years). PHPSX (3.53) is less costly to investors than OEPIX (1.74). PHPSX is a more actively managed with annual turnover of: 178.00 vs. OEPIX (149.00). OEPIX (15000) and PHPSX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 121.43 vs. PHPSX (71.27). OEPIX return over 5 years is better than : 169.29 vs. PHPSX (50.66).
| OEPIX | PHPSX | OEPIX / PHPSX | |
| Total Expense Ratio | 1.74 | 2.78 | 63% |
| Annual Report Gross Expense Ratio | 1.74 | 3.53 | 49% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 75.352 | 36.110 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3M | 101M | 13% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 121.43 | 71.27 | 170% |
| Returns for 3 years | 16.35 | 79.71 | 21% |
| Returns for 5 years | 169.29 | 50.66 | 334% |
| Returns for 10 years | -64.49 | 81.80 | -79% |
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