OEPIX
Price
$129.53
Change
+$5.92 (+4.79%)
Updated
Jul 31 closing price
Net Assets
11.14M
UDPSX
Price
$86.11
Change
+$0.88 (+1.03%)
Updated
Jul 31 closing price
Net Assets
47.44M
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OEPIX vs UDPSX

OEPIX vs UDPSX Comparison Chart in %
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OEPIX vs. UDPSX 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 UDPSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
UDPSX has more cash in the bank: 47.4M vs. OEPIX (11.1M). OEPIX pays higher dividends than UDPSX: OEPIX (0.57) vs UDPSX (0.12). OEPIX was incepted earlier than UDPSX: OEPIX (20 years) vs UDPSX (24 years). UDPSX (2.53) is less costly to investors than OEPIX (1.74). OEPIX is a more actively managed with annual turnover of: 149.00 vs. UDPSX (45.00). OEPIX (15000) and UDPSX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 104.42 vs. UDPSX (28.89). OEPIX return over 5 years is better than : 113.71 vs. UDPSX (51.18).
OEPIXUDPSXOEPIX / UDPSX
Total Expense Ratio1.742.5369%
Annual Report Gross Expense Ratio1.742.5369%
Fund Existence20 years24 years-
Gain YTD53.27215.151352%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets11.1M47.4M23%
Annual Yield % from dividends0.570.12487%
Returns for 1 year104.4228.89361%
Returns for 3 years6.4370.049%
Returns for 5 years113.7151.18222%
Returns for 10 years-66.67318.48-21%
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