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OEPIX vs UGPSX
OEPIX vs UGPSX Comparison Chart in %
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OEPIX vs. UGPSX commentary
Aug 29, 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 Buy and UGPSX is a Buy.
FUNDAMENTALS
Fundamentals
UGPSX has more cash in the bank: 29.2M vs. OEPIX (9.95M). UGPSX pays higher dividends than OEPIX: UGPSX (1.54) vs OEPIX (0.71). OEPIX was incepted earlier than UGPSX: OEPIX (19 years) vs UGPSX (18 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 : 71.12 vs. OEPIX (-32.55). OEPIX return over 5 years is better than : 75.68 vs. UGPSX (-86.69).
| 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 | 18 years | - |
| Gain YTD | -21.748 | 37.552 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.95M | 29.2M | 34% |
| Annual Yield % from dividends | 0.71 | 1.54 | 46% |
| Returns for 1 year | -32.55 | 71.12 | -46% |
| Returns for 3 years | -17.08 | -26.27 | 65% |
| Returns for 5 years | 75.68 | -86.69 | -87% |
| Returns for 10 years | -86.41 | -70.54 | 123% |
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