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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
Aug 18, 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: 88.4M vs. OEPIX (11.8M). OEPIX pays higher dividends than PHPSX: OEPIX (0.57) 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 : 144.33 vs. PHPSX (80.87). OEPIX return over 5 years is better than : 165.48 vs. PHPSX (46.76).
| 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 | 79.813 | 36.424 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 88.4M | 13% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 144.33 | 80.87 | 178% |
| Returns for 3 years | 29.62 | 76.70 | 39% |
| Returns for 5 years | 165.48 | 46.76 | 354% |
| Returns for 10 years | -64.18 | 73.72 | -87% |
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