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OEPIX vs UBPIX
OEPIX vs UBPIX Comparison Chart
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OEPIX vs. UBPIX commentary
Jun 14, 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 StrongBuy and UBPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 11.8M vs. UBPIX (7.1M). UBPIX pays higher dividends than OEPIX: UBPIX (5.48) vs OEPIX (0.83). 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 : 14.62 vs. OEPIX (-37.76). UBPIX return over 5 years is better than : 98.67 vs. OEPIX (69.61).
| 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 | -24.142 | 36.754 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 7.1M | 166% |
| Annual Yield % from dividends | 0.83 | 5.48 | 15% |
| Returns for 1 year | -37.76 | 14.62 | -258% |
| Returns for 3 years | -28.14 | 23.91 | -118% |
| Returns for 5 years | 69.61 | 98.67 | 71% |
| Returns for 10 years | -89.43 | -41.08 | 218% |
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