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OEPIX vs UGPSX
OEPIX vs UGPSX Comparison Chart
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OEPIX vs. UGPSX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UGPSX has more cash in the bank: 24.6M vs. OEPIX (13M). 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 : 16.90 vs. OEPIX (-5.99). OEPIX return over 5 years is better than : -19.67 vs. UGPSX (-82.15).
| 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 | 4.225 | 15.480 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 24.6M | 53% |
| Annual Yield % from dividends | 0.00 | 2.82 | - |
| Returns for 1 year | -5.99 | 16.90 | -35% |
| Returns for 3 years | 22.22 | -63.48 | -35% |
| Returns for 5 years | -19.67 | -82.15 | 24% |
| Returns for 10 years | -84.88 | -81.39 | 104% |
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