Ad is loading...
OEPIX vs RYWTX
OEPIX vs RYWTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. RYWTX 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 RYWTX is a Hold.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 9.6M vs. RYWTX (6.62M). RYWTX pays higher dividends than OEPIX: RYWTX (3.43) vs OEPIX (0.58). OEPIX was incepted earlier than RYWTX: OEPIX (19 years) vs RYWTX (14 years). RYWTX (1.91) is less costly to investors than OEPIX (1.72). RYWTX is a more actively managed with annual turnover of: 905.00 vs. OEPIX (217.00). RYWTX has a lower initial minimum investment than OEPIX: RYWTX (2500) vs OEPIX (15000). RYWTX annual gain was more profitable for investors over the last year : 19.65 vs. OEPIX (-30.73). OEPIX return over 5 years is better than : 143.17 vs. RYWTX (32.70).
| OEPIX | RYWTX | OEPIX / RYWTX | |
| Total Expense Ratio | 1.72 | 1.84 | 93% |
| Annual Report Gross Expense Ratio | 1.72 | 1.91 | 90% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -18.041 | 18.341 | -98% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000 | 2500 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6M | 6.62M | 145% |
| Annual Yield % from dividends | 0.58 | 3.43 | 17% |
| Returns for 1 year | -30.73 | 19.65 | -156% |
| Returns for 3 years | -31.72 | 25.28 | -125% |
| Returns for 5 years | 143.17 | 32.70 | 438% |
| Returns for 10 years | -87.30 | 25.99 | -336% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers