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OEPIX vs UGPIX
OEPIX vs UGPIX Comparison Chart
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OEPIX vs. UGPIX 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 UGPIX is a StrongSell.
FUNDAMENTALS
Fundamentals
UGPIX has more cash in the bank: 20.2M vs. OEPIX (10.4M). UGPIX pays higher dividends than OEPIX: UGPIX (4.08) vs OEPIX (0.00). OEPIX was incepted earlier than UGPIX: OEPIX (19 years) vs UGPIX (17 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. UGPIX (222.00). OEPIX (15000) and UGPIX (15000) have matching initial minimum investment requirements. UGPIX annual gain was more profitable for investors over the last year : -18.50 vs. OEPIX (-22.66). OEPIX return over 5 years is better than : -45.13 vs. UGPIX (-84.59).
| OEPIX | UGPIX | OEPIX / UGPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | -21.367 | -20.782 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 20.2M | 51% |
| Annual Yield % from dividends | 0.00 | 4.08 | - |
| Returns for 1 year | -22.66 | -18.50 | 122% |
| Returns for 3 years | 42.02 | -67.92 | -62% |
| Returns for 5 years | -45.13 | -84.59 | 53% |
| Returns for 10 years | -87.45 | -81.92 | 107% |
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