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
Jan 23, 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 UDPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UDPSX has more cash in the bank: 50M vs. OEPIX (13M). 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 : 23.83 vs. OEPIX (7.33). UDPSX return over 5 years is better than : 47.83 vs. OEPIX (-21.75).
| 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 | 16.371 | 6.574 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 50M | 26% |
| Annual Yield % from dividends | 0.00 | 0.36 | - |
| Returns for 1 year | 7.33 | 23.83 | 31% |
| Returns for 3 years | 46.22 | 37.47 | 123% |
| Returns for 5 years | -21.75 | 47.83 | -45% |
| Returns for 10 years | -82.69 | 258.72 | -32% |
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 % |
| PTPPX | 13.05 | 0.24 | +1.87% |
| Principal International Equity R5 | |||
| OILVX | 19.32 | 0.23 | +1.20% |
| Optimum Large Cap Value Instl | |||
| NBPIX | 46.72 | 0.45 | +0.97% |
| Neuberger Berman Large Cap Value Instl | |||
| VIOAX | 9.76 | 0.05 | +0.51% |
| VELA Income Opportunities A | |||
| JPVZX | 13.73 | N/A | N/A |
| JPMorgan Developed International ValueR2 | |||