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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 31, 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 Buy and UGPIX is a Buy.
FUNDAMENTALS
Fundamentals
UGPIX has more cash in the bank: 20.4M vs. OEPIX (10.2M). UGPIX pays higher dividends than OEPIX: UGPIX (11.05) vs OEPIX (0.56). OEPIX was incepted earlier than UGPIX: OEPIX (20 years) vs UGPIX (19 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 : 81.84 vs. UGPIX (-27.93). OEPIX return over 5 years is better than : 94.65 vs. UGPIX (-83.88).
| 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 | 19 years | - |
| Gain YTD | 39.605 | -33.215 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 20.4M | 50% |
| Annual Yield % from dividends | 0.56 | 11.05 | 5% |
| Returns for 1 year | 81.84 | -27.93 | -293% |
| Returns for 3 years | -3.65 | -46.78 | 8% |
| Returns for 5 years | 94.65 | -83.88 | -113% |
| Returns for 10 years | -69.26 | -79.41 | 87% |
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