OEPIX
Price
$140.77
Change
-$5.52 (-3.77%)
Updated
Jun 16 closing price
Net Assets
15.18M
WCPIX
Price
$54.51
Change
+$0.10 (+0.18%)
Updated
Jun 16 closing price
Net Assets
28.62M
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OEPIX vs WCPIX

Header iconOEPIX vs WCPIX Comparison
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OEPIX vs WCPIX Comparison Chart in %
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OEPIX vs. WCPIX commentary
Jun 17, 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 WCPIX is a Hold.

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FUNDAMENTALS
Fundamentals
WCPIX has more cash in the bank: 28.6M vs. OEPIX (15.2M). OEPIX pays higher dividends than WCPIX: OEPIX (0.50) vs WCPIX (0.13). OEPIX was incepted earlier than WCPIX: OEPIX (20 years) vs WCPIX (26 years). WCPIX (1.75) and OEPIX (1.74) have similar cost to investors . WCPIX is a more actively managed with annual turnover of: 395.00 vs. OEPIX (149.00). OEPIX (15000) and WCPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 121.81 vs. WCPIX (6.40). OEPIX return over 5 years is better than : 90.99 vs. WCPIX (33.09).
OEPIXWCPIXOEPIX / WCPIX
Total Expense Ratio1.741.7599%
Annual Report Gross Expense Ratio1.741.7599%
Fund Existence20 years26 years-
Gain YTD73.104-8.708-839%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/A15000-
Net Assets15.2M28.6M53%
Annual Yield % from dividends0.500.13394%
Returns for 1 year121.816.401,903%
Returns for 3 years68.9099.2369%
Returns for 5 years90.9933.09275%
Returns for 10 years-63.12418.27-15%
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