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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
UAPSX has more cash in the bank: 62.1M vs. OEPIX (16.7M). 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 : 167.12 vs. UAPSX (81.15). OEPIX return over 5 years is better than : 70.04 vs. UAPSX (2.62).
| 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 | 75.624 | 32.166 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7M | 62.1M | 27% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 167.12 | 81.15 | 206% |
| Returns for 3 years | 71.18 | 87.66 | 81% |
| Returns for 5 years | 70.04 | 2.62 | 2,669% |
| Returns for 10 years | -60.96 | 157.13 | -39% |
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