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OEPIX vs UAPSX
OEPIX vs UAPSX Comparison
Open Charts OEPIX vs UAPSX
OEPIX vs UAPSX Comparison Chart in %
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OEPIX vs. UAPSX commentary
Sep 12, 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: 53.5M vs. OEPIX (13.2M). OEPIX pays higher dividends than UAPSX: OEPIX (0.50) vs UAPSX (0.00). OEPIX was incepted earlier than UAPSX: OEPIX (20 years) vs UAPSX (27 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 : 110.52 vs. UAPSX (31.46). OEPIX return over 5 years is better than : 163.19 vs. UAPSX (5.47).
| 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 | 27 years | - |
| Gain YTD | 73.104 | 28.257 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 53.5M | 25% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 110.52 | 31.46 | 351% |
| Returns for 3 years | 10.47 | 81.55 | 13% |
| Returns for 5 years | 163.19 | 5.47 | 2,985% |
| Returns for 10 years | -64.12 | 132.92 | -48% |
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