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OEPIX vs UGPIX
OEPIX vs UGPIX Comparison Chart
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OEPIX vs. UGPIX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
UGPIX has more cash in the bank: 21.2M vs. OEPIX (13M). 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. OEPIX annual gain was more profitable for investors over the last year : 7.33 vs. UGPIX (6.81). OEPIX return over 5 years is better than : -21.75 vs. UGPIX (-85.32).
| 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 | 16.371 | 4.330 | 378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 21.2M | 61% |
| Annual Yield % from dividends | 0.00 | 4.08 | - |
| Returns for 1 year | 7.33 | 6.81 | 108% |
| Returns for 3 years | 46.22 | -65.92 | -70% |
| Returns for 5 years | -21.75 | -85.32 | 25% |
| Returns for 10 years | -82.69 | -82.65 | 100% |
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