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OEPIX vs UGPSX
OEPIX vs UGPSX Comparison Chart
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OEPIX vs. UGPSX commentary
Mar 04, 2025
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 UGPSX is a Hold.
FUNDAMENTALS
Fundamentals
UGPSX has more cash in the bank: 30M vs. OEPIX (11.1M). UGPSX pays higher dividends than OEPIX: UGPSX (2.82) vs OEPIX (0.00). OEPIX was incepted earlier than UGPSX: OEPIX (19 years) vs UGPSX (17 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. UGPSX (222.00). OEPIX (15000) and UGPSX (15000) have matching initial minimum investment requirements. UGPSX annual gain was more profitable for investors over the last year : 33.16 vs. OEPIX (-18.65). OEPIX return over 5 years is better than : -4.85 vs. UGPSX (-77.02).
| OEPIX | UGPSX | OEPIX / UGPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | -9.533 | 47.145 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 30M | 37% |
| Annual Yield % from dividends | 0.00 | 2.82 | - |
| Returns for 1 year | -18.65 | 33.16 | -56% |
| Returns for 3 years | -0.55 | -46.51 | 1% |
| Returns for 5 years | -4.85 | -77.02 | 6% |
| Returns for 10 years | -87.21 | -76.03 | 115% |
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