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OEPIX vs REPSX
OEPIX vs REPSX Comparison Chart
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OEPIX vs. REPSX commentary
Mar 12, 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 REPSX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 9.6M vs. REPSX (4.21M). REPSX pays higher dividends than OEPIX: REPSX (1.62) vs OEPIX (0.58). OEPIX was incepted earlier than REPSX: OEPIX (19 years) vs REPSX (25 years). REPSX (3.37) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. REPSX (153.00). OEPIX (15000) and REPSX (15000) have matching initial minimum investment requirements. REPSX annual gain was more profitable for investors over the last year : 6.18 vs. OEPIX (-35.22). OEPIX return over 5 years is better than : 196.59 vs. REPSX (10.97).
| OEPIX | REPSX | OEPIX / REPSX | |
| Total Expense Ratio | 1.72 | 2.78 | 62% |
| Annual Report Gross Expense Ratio | 1.72 | 3.37 | 51% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -21.874 | 3.891 | -562% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6M | 4.21M | 228% |
| Annual Yield % from dividends | 0.58 | 1.62 | 36% |
| Returns for 1 year | -35.22 | 6.18 | -570% |
| Returns for 3 years | -34.91 | -18.69 | 187% |
| Returns for 5 years | 196.59 | 10.97 | 1,792% |
| Returns for 10 years | -87.90 | 11.55 | -761% |
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