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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
Aug 03, 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 Buy and UAPSX is a Hold.
FUNDAMENTALS
Fundamentals
UAPSX has more cash in the bank: 58.4M vs. OEPIX (11.1M). OEPIX pays higher dividends than UAPSX: OEPIX (0.57) 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 : 104.42 vs. UAPSX (61.51). OEPIX return over 5 years is better than : 113.71 vs. UAPSX (8.86).
| 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 | 53.272 | 32.707 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 58.4M | 19% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 104.42 | 61.51 | 170% |
| Returns for 3 years | 6.43 | 61.29 | 10% |
| Returns for 5 years | 113.71 | 8.86 | 1,284% |
| Returns for 10 years | -66.67 | 143.98 | -46% |
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