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OEPIX vs UAPIX
OEPIX vs UAPIX Comparison Chart
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OEPIX vs. UAPIX commentary
Nov 18, 2024
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 Sell and UAPIX is a StrongSell.
FUNDAMENTALS
Fundamentals
UAPIX has more cash in the bank: 57.8M vs. OEPIX (12.3M). UAPIX pays higher dividends than OEPIX: UAPIX (0.68) vs OEPIX (0.00). OEPIX was incepted earlier than UAPIX: OEPIX (18 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 : 53.95 vs. OEPIX (-7.47). UAPIX return over 5 years is better than : 24.50 vs. OEPIX (-24.68).
| OEPIX | UAPIX | OEPIX / UAPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -10.713 | 18.925 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 57.8M | 21% |
| Annual Yield % from dividends | 0.00 | 0.68 | - |
| Returns for 1 year | -7.47 | 53.95 | -14% |
| Returns for 3 years | 38.11 | -29.31 | -130% |
| Returns for 5 years | -24.68 | 24.50 | -101% |
| Returns for 10 years | -87.86 | 95.26 | -92% |
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