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OEPIX vs UGPSX
OEPIX vs UGPSX Comparison Chart in %
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OEPIX vs. UGPSX commentary
Aug 08, 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: 24.9M vs. OEPIX (9.7M). 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 : 37.29 vs. OEPIX (-36.86). OEPIX return over 5 years is better than : 54.95 vs. UGPSX (-85.51).
| 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 | -28.287 | 27.546 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7M | 24.9M | 39% |
| Annual Yield % from dividends | 0.71 | 1.54 | 46% |
| Returns for 1 year | -36.86 | 37.29 | -99% |
| Returns for 3 years | -10.26 | -24.32 | 42% |
| Returns for 5 years | 54.95 | -85.51 | -64% |
| Returns for 10 years | -88.21 | -80.15 | 110% |
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