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OEPIX vs UGPSX
OEPIX vs UGPSX Comparison Chart in %
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OEPIX vs. UGPSX commentary
Jun 27, 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: 22.4M vs. OEPIX (13.1M). UGPSX pays higher dividends than OEPIX: UGPSX (1.77) vs OEPIX (0.83). 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 : 18.31 vs. OEPIX (-44.57). OEPIX return over 5 years is better than : 87.32 vs. UGPSX (-83.56).
| 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 | -30.440 | 23.838 | -128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 22.4M | 58% |
| Annual Yield % from dividends | 0.83 | 1.77 | 47% |
| Returns for 1 year | -44.57 | 18.31 | -243% |
| Returns for 3 years | -16.58 | -43.08 | 38% |
| Returns for 5 years | 87.32 | -83.56 | -105% |
| Returns for 10 years | -90.15 | -83.84 | 108% |
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