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OEPIX vs REPIX
OEPIX vs REPIX Comparison Chart
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OEPIX vs. REPIX commentary
Apr 11, 2025
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 REPIX is a Hold.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 7.17M vs. REPIX (3.12M). REPIX pays higher dividends than OEPIX: REPIX (2.61) vs OEPIX (0.62). OEPIX was incepted earlier than REPIX: OEPIX (19 years) vs REPIX (25 years). REPIX (2.37) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. REPIX (153.00). OEPIX (15000) and REPIX (15000) have matching initial minimum investment requirements. REPIX annual gain was more profitable for investors over the last year : 5.65 vs. OEPIX (-54.81). OEPIX return over 5 years is better than : 99.29 vs. REPIX (0.18).
| OEPIX | REPIX | OEPIX / REPIX | |
| Total Expense Ratio | 1.72 | 1.78 | 97% |
| Annual Report Gross Expense Ratio | 1.72 | 2.37 | 73% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -35.839 | -6.045 | 593% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.17M | 3.12M | 230% |
| Annual Yield % from dividends | 0.62 | 2.61 | 24% |
| Returns for 1 year | -54.81 | 5.65 | -970% |
| Returns for 3 years | -45.13 | -30.50 | 148% |
| Returns for 5 years | 99.29 | 0.18 | 53,976% |
| Returns for 10 years | -91.37 | 11.33 | -807% |
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