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OEPIX vs UGPIX
OEPIX vs UGPIX Comparison Chart
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OEPIX vs. UGPIX commentary
Nov 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 Buy and UGPIX is a StrongSell.
FUNDAMENTALS
Fundamentals
UGPIX has more cash in the bank: 18.6M vs. OEPIX (13.2M). UGPIX pays higher dividends than OEPIX: UGPIX (4.08) vs OEPIX (0.00). OEPIX was incepted earlier than UGPIX: OEPIX (18 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. OEPIX annual gain was more profitable for investors over the last year : -2.23 vs. UGPIX (-15.03). OEPIX return over 5 years is better than : -18.67 vs. UGPIX (-81.93).
| OEPIX | UGPIX | OEPIX / UGPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | -3.496 | -19.543 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 18.6M | 71% |
| Annual Yield % from dividends | 0.00 | 4.08 | - |
| Returns for 1 year | -2.23 | -15.03 | 15% |
| Returns for 3 years | 75.38 | -77.29 | -98% |
| Returns for 5 years | -18.67 | -81.93 | 23% |
| Returns for 10 years | -87.31 | -84.19 | 104% |
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