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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
Jul 04, 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 Buy.
FUNDAMENTALS
Fundamentals
UGPIX has more cash in the bank: 16.1M vs. OEPIX (10.3M). UGPIX pays higher dividends than OEPIX: UGPIX (11.05) vs OEPIX (0.56). 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 : 91.16 vs. UGPIX (-34.21). OEPIX return over 5 years is better than : 56.92 vs. UGPIX (-91.00).
| 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 | 44.764 | -43.508 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 16.1M | 64% |
| Annual Yield % from dividends | 0.56 | 11.05 | 5% |
| Returns for 1 year | 91.16 | -34.21 | -267% |
| Returns for 3 years | 29.80 | -37.33 | -80% |
| Returns for 5 years | 56.92 | -91.00 | -63% |
| Returns for 10 years | -70.02 | -81.17 | 86% |
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