Interact to see
Advertisement
Advertisement
OEPIX vs UBPIX
OEPIX vs UBPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. UBPIX commentary
Jul 05, 2025
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 UBPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 13.1M vs. UBPIX (7.68M). UBPIX pays higher dividends than OEPIX: UBPIX (5.02) vs OEPIX (0.76). OEPIX was incepted earlier than UBPIX: OEPIX (19 years) vs UBPIX (18 years). UBPIX (1.93) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. UBPIX (111.00). OEPIX (15000) and UBPIX (15000) have matching initial minimum investment requirements. UBPIX annual gain was more profitable for investors over the last year : 17.98 vs. OEPIX (-41.59). UBPIX return over 5 years is better than : 122.98 vs. OEPIX (91.21).
| OEPIX | UBPIX | OEPIX / UBPIX | |
| Total Expense Ratio | 1.72 | 1.78 | 97% |
| Annual Report Gross Expense Ratio | 1.72 | 1.93 | 89% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | -25.674 | 43.860 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 7.68M | 171% |
| Annual Yield % from dividends | 0.76 | 5.02 | 15% |
| Returns for 1 year | -41.59 | 17.98 | -231% |
| Returns for 3 years | -12.51 | 46.14 | -27% |
| Returns for 5 years | 91.21 | 122.98 | 74% |
| Returns for 10 years | -88.74 | -31.20 | 284% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement