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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
Sep 12, 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: 16M vs. OEPIX (13.2M). UGPIX pays higher dividends than OEPIX: UGPIX (9.89) vs OEPIX (0.50). 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 : 110.52 vs. UGPIX (-56.09). OEPIX return over 5 years is better than : 163.19 vs. UGPIX (-86.11).
| 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 | 73.104 | -45.289 | -161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 16M | 83% |
| Annual Yield % from dividends | 0.50 | 9.89 | 5% |
| Returns for 1 year | 110.52 | -56.09 | -197% |
| Returns for 3 years | 10.47 | -41.82 | -25% |
| Returns for 5 years | 163.19 | -86.11 | -190% |
| Returns for 10 years | -64.12 | -85.10 | 75% |
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