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OEPIX vs UGPIX
OEPIX vs UGPIX Comparison
Open Charts OEPIX vs UGPIX
OEPIX vs UGPIX Comparison Chart in %
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OEPIX vs. UGPIX commentary
Jun 03, 2026
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: 23.1M vs. OEPIX (16.7M). UGPIX pays higher dividends than OEPIX: UGPIX (8.67) vs OEPIX (0.50). OEPIX was incepted earlier than UGPIX: OEPIX (20 years) vs UGPIX (18 years). OEPIX (1.74) and UGPIX (1.70) have similar cost to investors . UGPIX is a more actively managed with annual turnover of: 254.00 vs. OEPIX (149.00). OEPIX (15000) and UGPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 167.12 vs. UGPIX (-13.71). OEPIX return over 5 years is better than : 70.04 vs. UGPIX (-88.84).
| OEPIX | UGPIX | OEPIX / UGPIX | |
| Total Expense Ratio | 1.74 | 1.70 | 102% |
| Annual Report Gross Expense Ratio | 1.74 | 1.70 | 102% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 75.624 | -28.266 | -268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7M | 23.1M | 72% |
| Annual Yield % from dividends | 0.50 | 8.67 | 6% |
| Returns for 1 year | 167.12 | -13.71 | -1,219% |
| Returns for 3 years | 71.18 | -18.32 | -389% |
| Returns for 5 years | 70.04 | -88.84 | -79% |
| Returns for 10 years | -60.96 | -76.55 | 80% |
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