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OEPIX vs UGPSX
OEPIX vs UGPSX Comparison Chart
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OEPIX vs. UGPSX commentary
Nov 18, 2024
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 Sell and UGPSX is a StrongSell.
FUNDAMENTALS
Fundamentals
UGPSX has more cash in the bank: 19.5M vs. OEPIX (12.3M). UGPSX pays higher dividends than OEPIX: UGPSX (2.82) vs OEPIX (0.00). OEPIX was incepted earlier than UGPSX: OEPIX (18 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. OEPIX annual gain was more profitable for investors over the last year : -7.47 vs. UGPSX (-11.87). OEPIX return over 5 years is better than : -24.68 vs. UGPSX (-82.80).
| OEPIX | UGPSX | OEPIX / UGPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | -10.713 | -18.186 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 19.5M | 63% |
| Annual Yield % from dividends | 0.00 | 2.82 | - |
| Returns for 1 year | -7.47 | -11.87 | 63% |
| Returns for 3 years | 38.11 | -80.87 | -47% |
| Returns for 5 years | -24.68 | -82.80 | 30% |
| Returns for 10 years | -87.86 | -84.72 | 104% |
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