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OEPSX vs VGENX
OEPSX vs VGENX Comparison Chart in %
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OEPSX vs. VGENX commentary
Jul 13, 2025
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 OEPSX is a Buy and VGENX is a Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.95B vs. OEPSX (10.5M). VGENX pays higher dividends than OEPSX: VGENX (3.14) vs OEPSX (0.00). OEPSX was incepted earlier than VGENX: OEPSX (19 years) vs VGENX (41 years). OEPSX (2.72) is less costly to investors than VGENX (0.45). OEPSX is a more actively managed with annual turnover of: 217.00 vs. VGENX (36.00). VGENX has a lower initial minimum investment than OEPSX: VGENX (3000) vs OEPSX (15000). VGENX annual gain was more profitable for investors over the last year : -1.89 vs. OEPSX (-40.77). OEPSX return over 5 years is better than : 97.88 vs. VGENX (53.67).
| OEPSX | VGENX | OEPSX / VGENX | |
| Total Expense Ratio | 2.72 | 0.45 | 604% |
| Annual Report Gross Expense Ratio | 2.72 | 0.45 | 604% |
| Fund Existence | 19 years | 41 years | - |
| Gain YTD | -23.263 | 12.973 | -179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 5.95B | 0% |
| Annual Yield % from dividends | 0.00 | 3.14 | - |
| Returns for 1 year | -40.77 | -1.89 | 2,155% |
| Returns for 3 years | 2.81 | 21.14 | 13% |
| Returns for 5 years | 97.88 | 53.67 | 182% |
| Returns for 10 years | -89.75 | -3.47 | 2,584% |
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