Ad is loading...
OEPIX vs UAPSX
OEPIX vs UAPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. UAPSX 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 UAPSX is a Buy.
FUNDAMENTALS
Fundamentals
UAPSX has more cash in the bank: 44.9M vs. OEPIX (10.7M). UAPSX pays higher dividends than OEPIX: UAPSX (0.19) vs OEPIX (0.00). OEPIX was incepted earlier than UAPSX: OEPIX (19 years) vs UAPSX (25 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. UAPSX (97.00). OEPIX (15000) and UAPSX (15000) have matching initial minimum investment requirements. UAPSX annual gain was more profitable for investors over the last year : 14.77 vs. OEPIX (-13.83). UAPSX return over 5 years is better than : 2.11 vs. OEPIX (-21.71).
| OEPIX | UAPSX | OEPIX / UAPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 0.069 | 1.645 | 4% |
| 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 | 0.19 | - |
| Returns for 1 year | -13.83 | 14.77 | -94% |
| Returns for 3 years | 11.14 | -2.65 | -421% |
| Returns for 5 years | -21.71 | 2.11 | -1,029% |
| Returns for 10 years | -86.05 | 50.69 | -170% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers