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OEPIX vs WCPIX
OEPIX vs WCPIX Comparison
Open Charts OEPIX vs WCPIX
OEPIX vs WCPIX Comparison Chart in %
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OEPIX vs. WCPIX 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 WCPIX is a Buy.
FUNDAMENTALS
Fundamentals
WCPIX has more cash in the bank: 39.3M vs. OEPIX (13.2M). 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 : 110.52 vs. WCPIX (-10.59). OEPIX return over 5 years is better than : 163.19 vs. WCPIX (20.11).
| 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 | 73.104 | -10.470 | -698% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 13.2M | 39.3M | 34% |
| Annual Yield % from dividends | 0.50 | 0.13 | 368% |
| Returns for 1 year | 110.52 | -10.59 | -1,044% |
| Returns for 3 years | 10.47 | 86.51 | 12% |
| Returns for 5 years | 163.19 | 20.11 | 812% |
| Returns for 10 years | -64.12 | 317.46 | -20% |
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