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OEPIX vs UBPSX
OEPIX vs UBPSX Comparison
Open Charts OEPIX vs UBPSX
OEPIX vs UBPSX Comparison Chart in %
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OEPIX vs. UBPSX commentary
Jul 25, 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 UBPSX is a Hold.
FUNDAMENTALS
Fundamentals
UBPSX has more cash in the bank: 16.7M vs. OEPIX (11.9M). UBPSX pays higher dividends than OEPIX: UBPSX (3.87) vs OEPIX (0.56). OEPIX was incepted earlier than UBPSX: OEPIX (20 years) vs UBPSX (19 years). UBPSX (3.00) is less costly to investors than OEPIX (1.74). UBPSX (150.00) and OEPIX (149.00) have comparable annual turnover. OEPIX (15000) and UBPSX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 109.47 vs. UBPSX (91.55). OEPIX return over 5 years is better than : 133.01 vs. UBPSX (93.59).
| OEPIX | UBPSX | OEPIX / UBPSX | |
| Total Expense Ratio | 1.74 | 2.78 | 63% |
| Annual Report Gross Expense Ratio | 1.74 | 3.00 | 58% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 63.200 | 37.827 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 16.7M | 71% |
| Annual Yield % from dividends | 0.56 | 3.87 | 14% |
| Returns for 1 year | 109.47 | 91.55 | 120% |
| Returns for 3 years | 17.37 | 73.21 | 24% |
| Returns for 5 years | 133.01 | 93.59 | 142% |
| Returns for 10 years | -65.62 | 38.92 | -169% |
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