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OEPIX vs UAPIX
OEPIX vs UAPIX Comparison Chart
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OEPIX vs. UAPIX commentary
Feb 23, 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 OEPIX is a Hold and UAPIX is a Hold.
FUNDAMENTALS
Fundamentals
UAPIX has more cash in the bank: 44.9M vs. OEPIX (10.7M). UAPIX pays higher dividends than OEPIX: UAPIX (0.68) vs OEPIX (0.00). OEPIX was incepted earlier than UAPIX: OEPIX (19 years) vs UAPIX (25 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. UAPIX (97.00). OEPIX (15000) and UAPIX (15000) have matching initial minimum investment requirements. UAPIX annual gain was more profitable for investors over the last year : 9.13 vs. OEPIX (-17.84). UAPIX return over 5 years is better than : 1.03 vs. OEPIX (-25.36).
| OEPIX | UAPIX | OEPIX / UAPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -4.594 | -4.188 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 44.9M | 24% |
| Annual Yield % from dividends | 0.00 | 0.68 | - |
| Returns for 1 year | -17.84 | 9.13 | -196% |
| Returns for 3 years | 5.96 | -5.58 | -107% |
| Returns for 5 years | -25.36 | 1.03 | -2,458% |
| Returns for 10 years | -86.70 | 57.17 | -152% |
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