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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
Aug 22, 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 Hold.
FUNDAMENTALS
Fundamentals
UGPIX has more cash in the bank: 21.8M vs. OEPIX (11.4M). UGPIX pays higher dividends than OEPIX: UGPIX (8.64) vs OEPIX (0.57). 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 : 140.68 vs. UGPIX (-29.98). OEPIX return over 5 years is better than : 194.37 vs. UGPIX (-77.35).
| 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 | 73.826 | -32.027 | -231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4M | 21.8M | 52% |
| Annual Yield % from dividends | 0.57 | 8.64 | 7% |
| Returns for 1 year | 140.68 | -29.98 | -469% |
| Returns for 3 years | 25.64 | -24.26 | -106% |
| Returns for 5 years | 194.37 | -77.35 | -251% |
| Returns for 10 years | -65.64 | -81.52 | 81% |
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