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OEPIX vs UBPIX
OEPIX vs UBPIX Comparison Chart
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OEPIX vs. UBPIX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 13.5M vs. UBPIX (6.97M). UBPIX pays higher dividends than OEPIX: UBPIX (4.75) vs OEPIX (0.00). OEPIX was incepted earlier than UBPIX: OEPIX (19 years) vs UBPIX (17 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. UBPIX (114.00). OEPIX (15000) and UBPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 10.59 vs. UBPIX (-29.33). OEPIX return over 5 years is better than : -27.81 vs. UBPIX (-51.37).
| OEPIX | UBPIX | OEPIX / UBPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 16.233 | 4.825 | 336% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 6.97M | 194% |
| Annual Yield % from dividends | 0.00 | 4.75 | - |
| Returns for 1 year | 10.59 | -29.33 | -36% |
| Returns for 3 years | 36.85 | -3.34 | -1,102% |
| Returns for 5 years | -27.81 | -51.37 | 54% |
| Returns for 10 years | -82.33 | -59.32 | 139% |
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