Ad is loading...
OEPIX vs UDPSX
OEPIX vs UDPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. UDPSX commentary
Dec 23, 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 UDPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UDPSX has more cash in the bank: 44.8M vs. OEPIX (10.4M). UDPSX pays higher dividends than OEPIX: UDPSX (0.36) vs OEPIX (0.00). OEPIX was incepted earlier than UDPSX: OEPIX (19 years) vs UDPSX (23 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. UDPSX (31.00). OEPIX (15000) and UDPSX (15000) have matching initial minimum investment requirements. UDPSX annual gain was more profitable for investors over the last year : 23.31 vs. OEPIX (-22.66). UDPSX return over 5 years is better than : 47.79 vs. OEPIX (-45.13).
| OEPIX | UDPSX | OEPIX / UDPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -21.367 | 21.660 | -99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 44.8M | 23% |
| Annual Yield % from dividends | 0.00 | 0.36 | - |
| Returns for 1 year | -22.66 | 23.31 | -97% |
| Returns for 3 years | 42.02 | 24.00 | 175% |
| Returns for 5 years | -45.13 | 47.79 | -94% |
| Returns for 10 years | -87.45 | 233.52 | -37% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SREZX | 12.91 | 0.22 | +1.73% |
| PGIM Select Real Estate Z | |||
| JFARX | 38.22 | 0.50 | +1.32% |
| JHancock Fundamental All Cap Core R4 | |||
| ACLAX | 15.44 | 0.17 | +1.11% |
| American Century Mid Cap Value A | |||
| FDWGX | 10.63 | 0.04 | +0.42% |
| American Funds Dvlpg Wld Gr&Inc F3 | |||
| LIGGX | 10.85 | -0.05 | -0.46% |
| Loomis Sayles International Growth A | |||