Interact to see
Advertisement
Advertisement
OEPIX vs UAPSX
OEPIX vs UAPSX Comparison
Open Charts OEPIX vs UAPSX
OEPIX vs UAPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. UAPSX 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 UAPSX is a Hold.
FUNDAMENTALS
Fundamentals
UAPSX has more cash in the bank: 63M vs. OEPIX (11.4M). OEPIX pays higher dividends than UAPSX: OEPIX (0.56) vs UAPSX (0.00). OEPIX was incepted earlier than UAPSX: OEPIX (20 years) vs UAPSX (26 years). UAPSX (2.67) is less costly to investors than OEPIX (1.74). OEPIX is a more actively managed with annual turnover of: 149.00 vs. UAPSX (69.00). OEPIX (15000) and UAPSX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 97.15 vs. UAPSX (63.28). OEPIX return over 5 years is better than : 99.15 vs. UAPSX (14.93).
| OEPIX | UAPSX | OEPIX / UAPSX | |
| Total Expense Ratio | 1.74 | 2.67 | 65% |
| Annual Report Gross Expense Ratio | 1.74 | 2.67 | 65% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 55.567 | 37.665 | 148% |
| 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 | 0.00 | - |
| Returns for 1 year | 97.15 | 63.28 | 154% |
| Returns for 3 years | 21.86 | 77.55 | 28% |
| Returns for 5 years | 99.15 | 14.93 | 664% |
| Returns for 10 years | -68.45 | 151.70 | -45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement