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OEPIX vs RYDCX
OEPIX vs RYDCX Comparison Chart
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OEPIX vs. RYDCX commentary
May 22, 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 RYDCX is a Buy.
FUNDAMENTALS
Fundamentals
RYDCX has more cash in the bank: 11.9M vs. OEPIX (8.24M). RYDCX pays higher dividends than OEPIX: RYDCX (1.06) vs OEPIX (0.88). OEPIX was incepted earlier than RYDCX: OEPIX (19 years) vs RYDCX (24 years). RYDCX (2.57) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. RYDCX (57.00). RYDCX has a lower initial minimum investment than OEPIX: RYDCX (2500) vs OEPIX (15000). RYDCX annual gain was more profitable for investors over the last year : -1.83 vs. OEPIX (-53.02). OEPIX return over 5 years is better than : 76.22 vs. RYDCX (69.30).
| OEPIX | RYDCX | OEPIX / RYDCX | |
| Total Expense Ratio | 1.72 | 2.47 | 70% |
| Annual Report Gross Expense Ratio | 1.72 | 2.57 | 67% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -34.884 | -4.540 | 768% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 2500 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.24M | 11.9M | 69% |
| Annual Yield % from dividends | 0.88 | 1.06 | 84% |
| Returns for 1 year | -53.02 | -1.83 | 2,896% |
| Returns for 3 years | -38.82 | 29.84 | -130% |
| Returns for 5 years | 76.22 | 69.30 | 110% |
| Returns for 10 years | -91.55 | 67.73 | -135% |
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