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
Jun 24, 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 Hold and UAPSX is a Hold.
FUNDAMENTALS
Fundamentals
UAPSX has more cash in the bank: 65.2M vs. OEPIX (12.9M). OEPIX pays higher dividends than UAPSX: OEPIX (0.50) 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 : 107.99 vs. UAPSX (83.23). OEPIX return over 5 years is better than : 70.65 vs. UAPSX (5.32).
| 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 | 58.904 | 38.274 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 65.2M | 20% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 107.99 | 83.23 | 130% |
| Returns for 3 years | 62.31 | 99.38 | 63% |
| Returns for 5 years | 70.65 | 5.32 | 1,328% |
| Returns for 10 years | -65.49 | 187.64 | -35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement