Interact to see
Advertisement
Advertisement
OEPIX vs UGPIX
OEPIX vs UGPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. UGPIX commentary
Sep 08, 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 UGPIX is a Buy.
FUNDAMENTALS
Fundamentals
UGPIX has more cash in the bank: 29.3M vs. OEPIX (10.1M). UGPIX pays higher dividends than OEPIX: UGPIX (1.99) vs OEPIX (0.66). OEPIX was incepted earlier than UGPIX: OEPIX (19 years) vs UGPIX (18 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 : 74.51 vs. OEPIX (-25.58). OEPIX return over 5 years is better than : 81.10 vs. UGPIX (-83.84).
| 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 | 18 years | - |
| Gain YTD | -21.817 | 50.076 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 29.3M | 34% |
| Annual Yield % from dividends | 0.66 | 1.99 | 33% |
| Returns for 1 year | -25.58 | 74.51 | -34% |
| Returns for 3 years | -8.27 | -5.22 | 159% |
| Returns for 5 years | 81.10 | -83.84 | -97% |
| Returns for 10 years | -85.74 | -62.87 | 136% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement