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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
Jul 14, 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 StrongBuy and UGPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UGPSX has more cash in the bank: 19.1M vs. OEPIX (11.4M). UGPSX pays higher dividends than OEPIX: UGPSX (11.16) vs OEPIX (0.56). 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 : 97.15 vs. UGPSX (-29.00). OEPIX return over 5 years is better than : 99.15 vs. UGPSX (-89.39).
| 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 | 55.567 | -38.245 | -145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4M | 19.1M | 60% |
| Annual Yield % from dividends | 0.56 | 11.16 | 5% |
| Returns for 1 year | 97.15 | -29.00 | -335% |
| Returns for 3 years | 21.86 | -41.63 | -53% |
| Returns for 5 years | 99.15 | -89.39 | -111% |
| Returns for 10 years | -68.45 | -82.27 | 83% |
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