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OEPIX vs UDPIX
OEPIX vs UDPIX Comparison
Open Charts OEPIX vs UDPIX
OEPIX vs UDPIX Comparison Chart in %
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OEPIX vs. UDPIX commentary
Jul 14, 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 StrongBuy and UDPIX is a Buy.
FUNDAMENTALS
Fundamentals
UDPIX has more cash in the bank: 48.8M vs. OEPIX (11.4M). UDPIX pays higher dividends than OEPIX: UDPIX (0.69) vs OEPIX (0.56). OEPIX was incepted earlier than UDPIX: OEPIX (20 years) vs UDPIX (24 years). OEPIX (1.74) is less costly to investors than UDPIX (1.53). OEPIX is a more actively managed with annual turnover of: 149.00 vs. UDPIX (45.00). OEPIX (15000) and UDPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 97.15 vs. UDPIX (30.53). OEPIX return over 5 years is better than : 99.15 vs. UDPIX (63.66).
| OEPIX | UDPIX | OEPIX / UDPIX | |
| Total Expense Ratio | 1.74 | 1.53 | 114% |
| Annual Report Gross Expense Ratio | 1.74 | 1.53 | 114% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 55.567 | 16.984 | 327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4M | 48.8M | 23% |
| Annual Yield % from dividends | 0.56 | 0.69 | 81% |
| Returns for 1 year | 97.15 | 30.53 | 318% |
| Returns for 3 years | 21.86 | 89.88 | 24% |
| Returns for 5 years | 99.15 | 63.66 | 156% |
| Returns for 10 years | -68.45 | 369.22 | -19% |
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