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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
Aug 23, 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 Buy and UGPSX is a Hold.
FUNDAMENTALS
Fundamentals
UGPSX has more cash in the bank: 21.8M vs. OEPIX (10.7M). UGPSX pays higher dividends than OEPIX: UGPSX (8.73) vs OEPIX (0.57). OEPIX was incepted earlier than UGPSX: OEPIX (20 years) vs UGPSX (19 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 : 134.17 vs. UGPSX (-33.88). OEPIX return over 5 years is better than : 192.27 vs. UGPSX (-78.89).
| 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 | 19 years | - |
| Gain YTD | 72.583 | -33.811 | -215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 21.8M | 49% |
| Annual Yield % from dividends | 0.57 | 8.73 | 6% |
| Returns for 1 year | 134.17 | -33.88 | -396% |
| Returns for 3 years | 26.91 | -27.91 | -96% |
| Returns for 5 years | 192.27 | -78.89 | -244% |
| Returns for 10 years | -66.08 | -83.69 | 79% |
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