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OEPIX vs UAPSX
OEPIX vs UAPSX Comparison Chart
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OEPIX vs. UAPSX commentary
Dec 24, 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 Hold and UAPSX is a Hold.
FUNDAMENTALS
Fundamentals
UAPSX has more cash in the bank: 74.6M vs. OEPIX (10.4M). 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 : 11.66 vs. OEPIX (-22.66). UAPSX return over 5 years is better than : 1.88 vs. OEPIX (-45.13).
| 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 | -21.367 | 10.611 | -201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 74.6M | 14% |
| Annual Yield % from dividends | 0.00 | 0.19 | - |
| Returns for 1 year | -22.66 | 11.66 | -194% |
| Returns for 3 years | 42.02 | -22.58 | -186% |
| Returns for 5 years | -45.13 | 1.88 | -2,395% |
| Returns for 10 years | -87.45 | 57.27 | -153% |
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