OEPIX
Price
$133.42
Change
+$1.95 (+1.48%)
Updated
Jul 13 closing price
Net Assets
11.42M
WCPIX
Price
$53.92
Change
-$0.08 (-0.15%)
Updated
Jul 13 closing price
Net Assets
29.19M
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OEPIX vs WCPIX

OEPIX vs WCPIX Comparison Chart in %
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OEPIX vs. WCPIX commentary
Jul 14, 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 StrongBuy and WCPIX is a Buy.

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FUNDAMENTALS
Fundamentals
WCPIX has more cash in the bank: 29.2M vs. OEPIX (11.4M). OEPIX pays higher dividends than WCPIX: OEPIX (0.56) 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 : 97.15 vs. WCPIX (3.10). OEPIX return over 5 years is better than : 99.15 vs. WCPIX (26.21).
OEPIXWCPIXOEPIX / WCPIX
Total Expense Ratio1.741.7599%
Annual Report Gross Expense Ratio1.741.7599%
Fund Existence20 years26 years-
Gain YTD55.567-9.396-591%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/A15000-
Net Assets11.4M29.2M39%
Annual Yield % from dividends0.560.14393%
Returns for 1 year97.153.103,133%
Returns for 3 years21.8687.5325%
Returns for 5 years99.1526.21378%
Returns for 10 years-68.45326.97-21%
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