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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
Jul 14, 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 StrongBuy and UAPIX is a Hold.
FUNDAMENTALS
Fundamentals
UAPIX has more cash in the bank: 63M vs. OEPIX (11.4M). OEPIX pays higher dividends than UAPIX: OEPIX (0.56) vs UAPIX (0.33). OEPIX was incepted earlier than UAPIX: OEPIX (20 years) vs UAPIX (26 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 : 97.15 vs. UAPIX (64.83). OEPIX return over 5 years is better than : 99.15 vs. UAPIX (20.70).
| 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 | 26 years | - |
| Gain YTD | 55.567 | 38.366 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4M | 63M | 18% |
| Annual Yield % from dividends | 0.56 | 0.33 | 168% |
| Returns for 1 year | 97.15 | 64.83 | 150% |
| Returns for 3 years | 21.86 | 82.80 | 26% |
| Returns for 5 years | 99.15 | 20.70 | 479% |
| Returns for 10 years | -68.45 | 178.34 | -38% |
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