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OEPIX vs UGPSX
OEPIX vs UGPSX Comparison
Open Charts OEPIX vs UGPSX
OEPIX vs UGPSX Comparison Chart in %
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OEPIX vs. UGPSX commentary
Jun 04, 2026
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: 23.1M vs. OEPIX (16.7M). UGPSX pays higher dividends than OEPIX: UGPSX (8.75) vs OEPIX (0.50). OEPIX was incepted earlier than UGPSX: OEPIX (20 years) vs UGPSX (18 years). UGPSX (2.70) is less costly to investors than OEPIX (1.74). UGPSX is a more actively managed with annual turnover of: 254.00 vs. OEPIX (149.00). OEPIX (15000) and UGPSX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 167.12 vs. UGPSX (-14.51). OEPIX return over 5 years is better than : 70.04 vs. UGPSX (-89.38).
| OEPIX | UGPSX | OEPIX / UGPSX | |
| Total Expense Ratio | 1.74 | 2.70 | 64% |
| Annual Report Gross Expense Ratio | 1.74 | 2.70 | 64% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 75.624 | -28.545 | -265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7M | 23.1M | 72% |
| Annual Yield % from dividends | 0.50 | 8.75 | 6% |
| Returns for 1 year | 167.12 | -14.51 | -1,152% |
| Returns for 3 years | 71.18 | -20.66 | -345% |
| Returns for 5 years | 70.04 | -89.38 | -78% |
| Returns for 10 years | -60.96 | -78.78 | 77% |
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