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OEPIX vs UBPSX
OEPIX vs UBPSX Comparison Chart
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OEPIX vs. UBPSX commentary
Nov 18, 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 Sell and UBPSX is a Sell.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 12.3M vs. UBPSX (6.42M). UBPSX pays higher dividends than OEPIX: UBPSX (4.53) vs OEPIX (0.00). OEPIX was incepted earlier than UBPSX: OEPIX (18 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 : -7.47 vs. UBPSX (-19.36). OEPIX return over 5 years is better than : -24.68 vs. UBPSX (-42.15).
| OEPIX | UBPSX | OEPIX / UBPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | -10.713 | -32.199 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 6.42M | 192% |
| Annual Yield % from dividends | 0.00 | 4.53 | - |
| Returns for 1 year | -7.47 | -19.36 | 39% |
| Returns for 3 years | 38.11 | 20.29 | 188% |
| Returns for 5 years | -24.68 | -42.15 | 59% |
| Returns for 10 years | -87.86 | -67.99 | 129% |
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