OEPIX
Price
$145.85
Change
-$1.05 (-0.71%)
Updated
Aug 21 closing price
Net Assets
10.71M
WCPSX
Price
$41.23
Change
+$0.41 (+1.00%)
Updated
Aug 21 closing price
Net Assets
38.42M
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OEPIX vs WCPSX

OEPIX vs WCPSX Comparison Chart in %
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OEPIX vs. WCPSX 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 WCPSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
WCPSX has more cash in the bank: 38.4M vs. OEPIX (10.7M). OEPIX pays higher dividends than WCPSX: OEPIX (0.57) vs WCPSX (0.00). OEPIX was incepted earlier than WCPSX: OEPIX (20 years) vs WCPSX (26 years). WCPSX (2.75) is less costly to investors than OEPIX (1.74). WCPSX is a more actively managed with annual turnover of: 395.00 vs. OEPIX (149.00). OEPIX (15000) and WCPSX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 134.17 vs. WCPSX (-3.65). OEPIX return over 5 years is better than : 192.27 vs. WCPSX (16.88).
OEPIXWCPSXOEPIX / WCPSX
Total Expense Ratio1.742.7563%
Annual Report Gross Expense Ratio1.742.7563%
Fund Existence20 years26 years-
Gain YTD72.583-10.815-671%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/A15000-
Net Assets10.7M38.4M28%
Annual Yield % from dividends0.570.00-
Returns for 1 year134.17-3.65-3,680%
Returns for 3 years26.9187.3731%
Returns for 5 years192.2716.881,139%
Returns for 10 years-66.08255.84-26%
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