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OEPIX vs UBPIX
OEPIX vs UBPIX Comparison Chart
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OEPIX vs. UBPIX commentary
Apr 19, 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 Hold and UBPIX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 8.8M vs. UBPIX (6.48M). UBPIX pays higher dividends than OEPIX: UBPIX (5.68) vs OEPIX (0.62). 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 : -17.20 vs. OEPIX (-50.53). OEPIX (115.92) and UBPIX (115.91) have equivalent 5 years return.
| 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 | -37.693 | 11.754 | -321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.8M | 6.48M | 136% |
| Annual Yield % from dividends | 0.62 | 5.68 | 11% |
| Returns for 1 year | -50.53 | -17.20 | 294% |
| Returns for 3 years | -52.48 | -26.87 | 195% |
| Returns for 5 years | 115.92 | 115.91 | 100% |
| Returns for 10 years | -92.05 | -53.64 | 172% |
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