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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
Jun 23, 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 UDPIX is a Buy.
FUNDAMENTALS
Fundamentals
UDPIX has more cash in the bank: 44.8M vs. OEPIX (13.1M). UDPIX pays higher dividends than OEPIX: UDPIX (0.72) vs OEPIX (0.50). 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 : 107.99 vs. UDPIX (38.34). OEPIX (70.65) and UDPIX (67.30) have equivalent 5 years return.
| 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 | 58.904 | 12.590 | 468% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 44.8M | 29% |
| Annual Yield % from dividends | 0.50 | 0.72 | 69% |
| Returns for 1 year | 107.99 | 38.34 | 282% |
| Returns for 3 years | 62.31 | 90.64 | 69% |
| Returns for 5 years | 70.65 | 67.30 | 105% |
| Returns for 10 years | -65.49 | 410.98 | -16% |
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