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OEPIX vs UAPSX
OEPIX vs UAPSX Comparison Chart
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OEPIX vs. UAPSX commentary
Nov 23, 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 Buy and UAPSX is a Buy.
FUNDAMENTALS
Fundamentals
UAPSX has more cash in the bank: 63.3M vs. OEPIX (13.2M). UAPSX pays higher dividends than OEPIX: UAPSX (0.19) vs OEPIX (0.00). OEPIX was incepted earlier than UAPSX: OEPIX (18 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 : 56.61 vs. OEPIX (0.54). UAPSX return over 5 years is better than : 25.86 vs. OEPIX (-16.37).
| OEPIX | UAPSX | OEPIX / UAPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -0.760 | 23.936 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 63.3M | 21% |
| Annual Yield % from dividends | 0.00 | 0.19 | - |
| Returns for 1 year | 0.54 | 56.61 | 1% |
| Returns for 3 years | 70.80 | -22.94 | -309% |
| Returns for 5 years | -16.37 | 25.86 | -63% |
| Returns for 10 years | -86.54 | 80.32 | -108% |
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