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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
Aug 03, 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 Buy and UDPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UDPIX has more cash in the bank: 47.4M vs. OEPIX (11.1M). UDPIX pays higher dividends than OEPIX: UDPIX (0.69) vs OEPIX (0.57). 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 : 104.42 vs. UDPIX (31.06). OEPIX return over 5 years is better than : 113.71 vs. UDPIX (62.20).
| 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 | 53.272 | 15.823 | 337% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 47.4M | 23% |
| Annual Yield % from dividends | 0.57 | 0.69 | 82% |
| Returns for 1 year | 104.42 | 31.06 | 336% |
| Returns for 3 years | 6.43 | 76.85 | 8% |
| Returns for 5 years | 113.71 | 62.20 | 183% |
| Returns for 10 years | -66.67 | 375.04 | -18% |
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