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OEPIX vs UBPSX
OEPIX vs UBPSX Comparison Chart
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OEPIX vs. UBPSX commentary
Apr 05, 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 Hold and UBPSX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 10.7M vs. UBPSX (8.94M). UBPSX pays higher dividends than OEPIX: UBPSX (4.98) vs OEPIX (0.62). OEPIX was incepted earlier than UBPSX: OEPIX (19 years) vs UBPSX (17 years). UBPSX (2.93) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. UBPSX (111.00). OEPIX (15000) and UBPSX (15000) have matching initial minimum investment requirements. UBPSX annual gain was more profitable for investors over the last year : -18.25 vs. OEPIX (-38.79). OEPIX return over 5 years is better than : 263.68 vs. UBPSX (177.24).
| OEPIX | UBPSX | OEPIX / UBPSX | |
| Total Expense Ratio | 1.72 | 2.78 | 62% |
| Annual Report Gross Expense Ratio | 1.72 | 2.93 | 59% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | -12.019 | 24.408 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 8.94M | 120% |
| Annual Yield % from dividends | 0.62 | 4.98 | 12% |
| Returns for 1 year | -38.79 | -18.25 | 212% |
| Returns for 3 years | -26.88 | -26.90 | 100% |
| Returns for 5 years | 263.68 | 177.24 | 149% |
| Returns for 10 years | -87.97 | -52.29 | 168% |
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