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OPATX vs SEPAX
OPATX vs SEPAX Comparison
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OPATX vs SEPAX Comparison Chart in %
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OPATX vs. SEPAX commentary
Jun 04, 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 OPATX is a Hold and SEPAX is a Hold.
FUNDAMENTALS
Fundamentals
OPATX has more cash in the bank: 669M vs. SEPAX (139M). OPATX pays higher dividends than SEPAX: OPATX (4.34) vs SEPAX (2.26). OPATX was incepted earlier than SEPAX: OPATX (37 years) vs SEPAX (28 years). OPATX (0.93) is less costly to investors than SEPAX (0.84). OPATX is a more actively managed with annual turnover of: 28.00 vs. SEPAX (18.00). OPATX has a lower initial minimum investment than SEPAX: OPATX (1000) vs SEPAX (100000). OPATX annual gain was more profitable for investors over the last year : 6.94 vs. SEPAX (4.89). OPATX return over 5 years is better than : 4.02 vs. SEPAX (2.21).
| OPATX | SEPAX | OPATX / SEPAX | |
| Total Expense Ratio | 0.93 | 0.63 | 148% |
| Annual Report Gross Expense Ratio | 0.93 | 0.84 | 111% |
| Fund Existence | 37 years | 28 years | - |
| Gain YTD | 1.988 | 0.485 | 410% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 139M | 481% |
| Annual Yield % from dividends | 4.34 | 2.26 | 192% |
| Returns for 1 year | 6.94 | 4.89 | 142% |
| Returns for 3 years | 11.16 | 9.43 | 118% |
| Returns for 5 years | 4.02 | 2.21 | 182% |
| Returns for 10 years | 30.26 | 12.18 | 248% |
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