OEPIX
Price
$136.88
Change
+$2.59 (+1.93%)
Updated
Jun 22 closing price
Net Assets
12.92M
RYWUX
Price
$89.41
Change
+$1.19 (+1.35%)
Updated
Jun 22 closing price
Net Assets
9.48M
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OEPIX vs RYWUX

OEPIX vs RYWUX Comparison Chart in %
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OEPIX vs. RYWUX commentary
Jun 24, 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 Hold and RYWUX is a Hold.

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FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 12.9M vs. RYWUX (9.48M). RYWUX pays higher dividends than OEPIX: RYWUX (0.90) vs OEPIX (0.50). OEPIX was incepted earlier than RYWUX: OEPIX (20 years) vs RYWUX (16 years). RYWUX (2.64) is less costly to investors than OEPIX (1.74). RYWUX is a more actively managed with annual turnover of: 925.00 vs. OEPIX (149.00). RYWUX has a lower initial minimum investment than OEPIX: RYWUX (2500) vs OEPIX (15000). OEPIX annual gain was more profitable for investors over the last year : 107.99 vs. RYWUX (40.86). OEPIX return over 5 years is better than : 70.65 vs. RYWUX (-11.72).
OEPIXRYWUXOEPIX / RYWUX
Total Expense Ratio1.742.5469%
Annual Report Gross Expense Ratio1.742.6466%
Fund Existence20 years16 years-
Gain YTD58.9041.9772,980%
Front LoadN/AN/A-
Min. Initial Investment150002500600%
Min. Initial Investment IRAN/AN/A-
Net Assets12.9M9.48M136%
Annual Yield % from dividends0.500.9055%
Returns for 1 year107.9940.86264%
Returns for 3 years62.3196.2565%
Returns for 5 years70.65-11.72-603%
Returns for 10 years-65.49139.89-47%
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