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OEPIX vs UBPSX
OEPIX vs UBPSX Comparison Chart
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OEPIX vs. UBPSX commentary
Dec 19, 2024
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 UBPSX is a Hold.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 10.6M vs. UBPSX (6.22M). UBPSX pays higher dividends than OEPIX: UBPSX (4.53) vs OEPIX (0.00). OEPIX was incepted earlier than UBPSX: OEPIX (19 years) vs UBPSX (17 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. UBPSX (114.00). OEPIX (15000) and UBPSX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : -22.34 vs. UBPSX (-40.20). OEPIX return over 5 years is better than : -44.71 vs. UBPSX (-55.81).
| OEPIX | UBPSX | OEPIX / UBPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | -20.764 | -41.341 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 6.22M | 170% |
| Annual Yield % from dividends | 0.00 | 4.53 | - |
| Returns for 1 year | -22.34 | -40.20 | 56% |
| Returns for 3 years | 47.52 | -1.45 | -3,287% |
| Returns for 5 years | -44.71 | -55.81 | 80% |
| Returns for 10 years | -87.50 | -65.76 | 133% |
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