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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
Jul 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 Hold and PHPSX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 10.3M vs. PHPSX (6.94M). OEPIX pays higher dividends than PHPSX: OEPIX (0.56) 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. PHPSX (95.44) and OEPIX (91.16) have marching annual gain over last year. OEPIX return over 5 years is better than : 56.92 vs. PHPSX (42.65).
| 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 | 44.764 | 26.839 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 6.94M | 148% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 91.16 | 95.44 | 96% |
| Returns for 3 years | 29.80 | 76.82 | 39% |
| Returns for 5 years | 56.92 | 42.65 | 133% |
| Returns for 10 years | -70.02 | 61.09 | -115% |
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