Ad is loading...
OEPIX vs VGENX
OEPIX vs VGENX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. VGENX commentary
May 09, 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 Buy and VGENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.63B vs. OEPIX (7.86M). VGENX pays higher dividends than OEPIX: VGENX (3.33) vs OEPIX (0.88). OEPIX was incepted earlier than VGENX: OEPIX (19 years) vs VGENX (41 years). OEPIX (1.72) is less costly to investors than VGENX (0.44). OEPIX is a more actively managed with annual turnover of: 217.00 vs. VGENX (36.00). VGENX has a lower initial minimum investment than OEPIX: VGENX (3000) vs OEPIX (15000). VGENX annual gain was more profitable for investors over the last year : -7.81 vs. OEPIX (-52.46). OEPIX return over 5 years is better than : 69.14 vs. VGENX (43.83).
| OEPIX | VGENX | OEPIX / VGENX | |
| Total Expense Ratio | 1.72 | 0.44 | 391% |
| Annual Report Gross Expense Ratio | 1.72 | 0.44 | 391% |
| Fund Existence | 19 years | 41 years | - |
| Gain YTD | -37.889 | 5.242 | -723% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.86M | 5.63B | 0% |
| Annual Yield % from dividends | 0.88 | 3.33 | 27% |
| Returns for 1 year | -52.46 | -7.81 | 672% |
| Returns for 3 years | -45.25 | 0.02 | -235,977% |
| Returns for 5 years | 69.14 | 43.83 | 158% |
| Returns for 10 years | -92.10 | -19.60 | 470% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers