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OEPIX vs UDPIX
OEPIX vs UDPIX Comparison Chart
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OEPIX vs. UDPIX 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 UDPIX is a Hold.
FUNDAMENTALS
Fundamentals
UDPIX has more cash in the bank: 43.2M vs. OEPIX (10.6M). UDPIX pays higher dividends than OEPIX: UDPIX (0.86) vs OEPIX (0.00). OEPIX was incepted earlier than UDPIX: OEPIX (19 years) vs UDPIX (23 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. UDPIX (31.00). OEPIX (15000) and UDPIX (15000) have matching initial minimum investment requirements. UDPIX annual gain was more profitable for investors over the last year : 20.51 vs. OEPIX (-22.34). UDPIX return over 5 years is better than : 54.04 vs. OEPIX (-44.71).
| OEPIX | UDPIX | OEPIX / UDPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -20.764 | 19.922 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 43.2M | 25% |
| Annual Yield % from dividends | 0.00 | 0.86 | - |
| Returns for 1 year | -22.34 | 20.51 | -109% |
| Returns for 3 years | 47.52 | 25.51 | 186% |
| Returns for 5 years | -44.71 | 54.04 | -83% |
| Returns for 10 years | -87.50 | 275.21 | -32% |
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