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OEPIX vs UBPIX
OEPIX vs UBPIX Comparison Chart
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OEPIX vs. UBPIX commentary
May 10, 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 Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 8.05M vs. UBPIX (6.8M). UBPIX pays higher dividends than OEPIX: UBPIX (5.77) vs OEPIX (0.88). 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 : -18.96 vs. OEPIX (-52.27). UBPIX return over 5 years is better than : 146.71 vs. OEPIX (74.00).
| 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 | -36.104 | 23.596 | -153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.05M | 6.8M | 118% |
| Annual Yield % from dividends | 0.88 | 5.77 | 15% |
| Returns for 1 year | -52.27 | -18.96 | 276% |
| Returns for 3 years | -33.53 | 15.48 | -217% |
| Returns for 5 years | 74.00 | 146.71 | 50% |
| Returns for 10 years | -91.78 | -53.08 | 173% |
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