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OEPIX vs WCPIX
OEPIX vs WCPIX Comparison
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OEPIX vs WCPIX Comparison Chart in %
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OEPIX vs. WCPIX commentary
Aug 23, 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 Buy and WCPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCPIX has more cash in the bank: 38.4M vs. OEPIX (10.7M). OEPIX pays higher dividends than WCPIX: OEPIX (0.57) vs WCPIX (0.14). 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 : 134.17 vs. WCPIX (-2.36). OEPIX return over 5 years is better than : 192.27 vs. WCPIX (23.48).
| OEPIX | WCPIX | OEPIX / WCPIX | |
| Total Expense Ratio | 1.74 | 1.75 | 99% |
| Annual Report Gross Expense Ratio | 1.74 | 1.75 | 99% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 72.583 | -10.285 | -706% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 10.7M | 38.4M | 28% |
| Annual Yield % from dividends | 0.57 | 0.14 | 403% |
| Returns for 1 year | 134.17 | -2.36 | -5,683% |
| Returns for 3 years | 26.91 | 93.77 | 29% |
| Returns for 5 years | 192.27 | 23.48 | 819% |
| Returns for 10 years | -66.08 | 304.27 | -22% |
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