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OEPIX vs UGPIX
OEPIX vs UGPIX Comparison Chart
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OEPIX vs. UGPIX commentary
Apr 11, 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 Buy and UGPIX is a Hold.
FUNDAMENTALS
Fundamentals
UGPIX has more cash in the bank: 16.5M vs. OEPIX (7.17M). UGPIX pays higher dividends than OEPIX: UGPIX (2.05) vs OEPIX (0.62). OEPIX was incepted earlier than UGPIX: OEPIX (19 years) vs UGPIX (17 years). UGPIX (1.80) and OEPIX (1.72) have similar cost to investors . OEPIX is a more actively managed with annual turnover of: 217.00 vs. UGPIX (159.00). OEPIX (15000) and UGPIX (15000) have matching initial minimum investment requirements. UGPIX annual gain was more profitable for investors over the last year : -16.48 vs. OEPIX (-62.07). OEPIX return over 5 years is better than : 65.71 vs. UGPIX (-82.84).
| OEPIX | UGPIX | OEPIX / UGPIX | |
| Total Expense Ratio | 1.72 | 1.80 | 96% |
| Annual Report Gross Expense Ratio | 1.72 | 1.80 | 96% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | -46.650 | -10.443 | 447% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.17M | 16.5M | 43% |
| Annual Yield % from dividends | 0.62 | 2.05 | 30% |
| Returns for 1 year | -62.07 | -16.48 | 377% |
| Returns for 3 years | -56.30 | -51.75 | 109% |
| Returns for 5 years | 65.71 | -82.84 | -79% |
| Returns for 10 years | -92.93 | -87.90 | 106% |
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