Ad is loading...
OEPIX vs UGPIX
OEPIX vs UGPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. UGPIX commentary
Feb 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 Buy.
FUNDAMENTALS
Fundamentals
UGPIX has more cash in the bank: 33.3M vs. OEPIX (10.7M). 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 : 45.60 vs. OEPIX (-17.84). OEPIX return over 5 years is better than : -25.36 vs. UGPIX (-75.94).
| 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 | -4.594 | 64.340 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 33.3M | 32% |
| Annual Yield % from dividends | 0.00 | 4.08 | - |
| Returns for 1 year | -17.84 | 45.60 | -39% |
| Returns for 3 years | 5.96 | -39.09 | -15% |
| Returns for 5 years | -25.36 | -75.94 | 33% |
| Returns for 10 years | -86.70 | -72.04 | 120% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| INVYX | 26.86 | -0.14 | -0.52% |
| Pioneer International Equity Y | |||
| FRLAX | 17.31 | -0.15 | -0.86% |
| Franklin Real Estate Securities Adv | |||
| ERASX | 40.82 | -0.57 | -1.38% |
| Eaton Vance Atlanta Capital SMID-Cap R6 | |||
| BGGIX | 11.08 | -0.23 | -2.03% |
| William Blair Global Leaders R6 | |||
| ACAYX | 47.61 | -1.60 | -3.25% |
| Alger Capital Appreciation Instl Y | |||