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OEPIX vs UBPIX
OEPIX vs UBPIX Comparison
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OEPIX vs UBPIX Comparison Chart in %
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OEPIX vs. UBPIX commentary
Aug 23, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
UBPIX has more cash in the bank: 14.7M vs. OEPIX (10.7M). UBPIX pays higher dividends than OEPIX: UBPIX (3.65) vs OEPIX (0.57). OEPIX was incepted earlier than UBPIX: OEPIX (20 years) vs UBPIX (19 years). UBPIX (2.00) is less costly to investors than OEPIX (1.74). UBPIX (150.00) and OEPIX (149.00) have comparable annual turnover. OEPIX (15000) and UBPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 134.17 vs. UBPIX (75.45). OEPIX return over 5 years is better than : 192.27 vs. UBPIX (110.24).
| OEPIX | UBPIX | OEPIX / UBPIX | |
| Total Expense Ratio | 1.74 | 1.78 | 98% |
| Annual Report Gross Expense Ratio | 1.74 | 2.00 | 87% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 72.583 | 28.746 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 14.7M | 73% |
| Annual Yield % from dividends | 0.57 | 3.65 | 16% |
| Returns for 1 year | 134.17 | 75.45 | 178% |
| Returns for 3 years | 26.91 | 86.37 | 31% |
| Returns for 5 years | 192.27 | 110.24 | 174% |
| Returns for 10 years | -66.08 | 32.98 | -200% |
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