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OEPIX vs UBPIX
OEPIX vs UBPIX Comparison
Open Charts OEPIX vs UBPIX
OEPIX vs UBPIX Comparison Chart in %
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OEPIX vs. UBPIX commentary
Jun 24, 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 Hold and UBPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBPIX has more cash in the bank: 17.1M vs. OEPIX (12.9M). UBPIX pays higher dividends than OEPIX: UBPIX (3.68) vs OEPIX (0.50). 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 : 107.99 vs. UBPIX (85.26). OEPIX (70.65) and UBPIX (69.51) have equivalent 5 years return.
| 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 | 58.904 | 30.509 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 17.1M | 75% |
| Annual Yield % from dividends | 0.50 | 3.68 | 14% |
| Returns for 1 year | 107.99 | 85.26 | 127% |
| Returns for 3 years | 62.31 | 75.45 | 83% |
| Returns for 5 years | 70.65 | 69.51 | 102% |
| Returns for 10 years | -65.49 | 83.29 | -79% |
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