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OEPIX vs UDPIX
OEPIX vs UDPIX Comparison Chart
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OEPIX vs. UDPIX commentary
Jan 19, 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 UDPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UDPIX has more cash in the bank: 47.6M vs. OEPIX (13.5M). 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 : 25.90 vs. OEPIX (10.59). UDPIX return over 5 years is better than : 52.20 vs. OEPIX (-27.81).
| 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 | 16.233 | 4.087 | 397% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 47.6M | 28% |
| Annual Yield % from dividends | 0.00 | 0.86 | - |
| Returns for 1 year | 10.59 | 25.90 | 41% |
| Returns for 3 years | 36.85 | 30.12 | 122% |
| Returns for 5 years | -27.81 | 52.20 | -53% |
| Returns for 10 years | -82.33 | 301.84 | -27% |
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