OEPIX
Price
$147.01
Change
+$0.72 (+0.49%)
Updated
Sep 11 closing price
Net Assets
13.22M
RYWUX
Price
$87.42
Change
+$1.91 (+2.23%)
Updated
Sep 11 closing price
Net Assets
5.7M
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OEPIX vs RYWUX

OEPIX vs RYWUX Comparison Chart in %
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OEPIX vs. RYWUX commentary
Sep 13, 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 Buy.

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FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 13.2M vs. RYWUX (5.7M). RYWUX pays higher dividends than OEPIX: RYWUX (0.95) vs OEPIX (0.50). OEPIX was incepted earlier than RYWUX: OEPIX (20 years) vs RYWUX (16 years). RYWUX (2.69) is less costly to investors than OEPIX (1.74). RYWUX is a more actively managed with annual turnover of: 271.00 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 : 110.52 vs. RYWUX (2.26). OEPIX return over 5 years is better than : 163.19 vs. RYWUX (1.45).
OEPIXRYWUXOEPIX / RYWUX
Total Expense Ratio1.742.5967%
Annual Report Gross Expense Ratio1.742.6965%
Fund Existence20 years16 years-
Gain YTD73.104-1.156-6,324%
Front LoadN/AN/A-
Min. Initial Investment150002500600%
Min. Initial Investment IRAN/AN/A-
Net Assets13.2M5.7M232%
Annual Yield % from dividends0.500.9552%
Returns for 1 year110.522.264,893%
Returns for 3 years10.4793.2611%
Returns for 5 years163.191.4511,230%
Returns for 10 years-64.1284.23-76%
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