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OEPIX vs UDPSX
OEPIX vs UDPSX Comparison Chart in %
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OEPIX vs. UDPSX commentary
Aug 10, 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 Buy.
FUNDAMENTALS
Fundamentals
UDPSX has more cash in the bank: 37.3M vs. OEPIX (9.83M). OEPIX pays higher dividends than UDPSX: OEPIX (0.71) vs UDPSX (0.29). OEPIX was incepted earlier than UDPSX: OEPIX (19 years) vs UDPSX (23 years). UDPSX (2.61) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. UDPSX (28.00). OEPIX (15000) and UDPSX (15000) have matching initial minimum investment requirements. UDPSX annual gain was more profitable for investors over the last year : 14.22 vs. OEPIX (-39.80). UDPSX return over 5 years is better than : 82.83 vs. OEPIX (53.44).
| OEPIX | UDPSX | OEPIX / UDPSX | |
| Total Expense Ratio | 1.72 | 2.61 | 66% |
| Annual Report Gross Expense Ratio | 1.72 | 2.61 | 66% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -28.989 | 2.324 | -1,247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.83M | 37.3M | 26% |
| Annual Yield % from dividends | 0.71 | 0.29 | 250% |
| Returns for 1 year | -39.80 | 14.22 | -280% |
| Returns for 3 years | -12.50 | 47.53 | -26% |
| Returns for 5 years | 53.44 | 82.83 | 65% |
| Returns for 10 years | -88.28 | 255.19 | -35% |
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