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OEPIX vs UAPIX
OEPIX vs UAPIX Comparison
Open Charts OEPIX vs UAPIX
OEPIX vs UAPIX Comparison Chart in %
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OEPIX vs. UAPIX commentary
Sep 12, 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 Hold and UAPIX is a Hold.
FUNDAMENTALS
Fundamentals
UAPIX has more cash in the bank: 53.5M vs. OEPIX (13.2M). OEPIX pays higher dividends than UAPIX: OEPIX (0.50) vs UAPIX (0.35). OEPIX was incepted earlier than UAPIX: OEPIX (20 years) vs UAPIX (27 years). OEPIX (1.74) and UAPIX (1.67) have similar cost to investors . OEPIX is a more actively managed with annual turnover of: 149.00 vs. UAPIX (69.00). OEPIX (15000) and UAPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 110.52 vs. UAPIX (32.68). OEPIX return over 5 years is better than : 163.19 vs. UAPIX (10.77).
| OEPIX | UAPIX | OEPIX / UAPIX | |
| Total Expense Ratio | 1.74 | 1.67 | 104% |
| Annual Report Gross Expense Ratio | 1.74 | 1.67 | 104% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 73.104 | 29.118 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 53.5M | 25% |
| Annual Yield % from dividends | 0.50 | 0.35 | 142% |
| Returns for 1 year | 110.52 | 32.68 | 338% |
| Returns for 3 years | 10.47 | 86.90 | 12% |
| Returns for 5 years | 163.19 | 10.77 | 1,516% |
| Returns for 10 years | -64.12 | 157.64 | -41% |
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