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OEPIX vs UGPSX
OEPIX vs UGPSX Comparison Chart
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OEPIX vs. UGPSX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
UGPSX has more cash in the bank: 19.7M vs. OEPIX (8.26M). UGPSX pays higher dividends than OEPIX: UGPSX (1.39) vs OEPIX (0.62). OEPIX was incepted earlier than UGPSX: OEPIX (19 years) vs UGPSX (17 years). UGPSX (2.80) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. UGPSX (159.00). OEPIX (15000) and UGPSX (15000) have matching initial minimum investment requirements. UGPSX annual gain was more profitable for investors over the last year : 4.79 vs. OEPIX (-54.95). OEPIX return over 5 years is better than : 91.89 vs. UGPSX (-81.16).
| OEPIX | UGPSX | OEPIX / UGPSX | |
| Total Expense Ratio | 1.72 | 2.80 | 61% |
| Annual Report Gross Expense Ratio | 1.72 | 2.80 | 61% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | -40.502 | 8.417 | -481% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.26M | 19.7M | 42% |
| Annual Yield % from dividends | 0.62 | 1.39 | 44% |
| Returns for 1 year | -54.95 | 4.79 | -1,148% |
| Returns for 3 years | -48.01 | -27.14 | 177% |
| Returns for 5 years | 91.89 | -81.16 | -113% |
| Returns for 10 years | -92.38 | -87.50 | 106% |
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