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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
Sep 13, 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: 16M vs. OEPIX (13.2M). UGPSX pays higher dividends than OEPIX: UGPSX (10.00) vs OEPIX (0.50). 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 : 110.52 vs. UGPSX (-56.53). OEPIX return over 5 years is better than : 163.19 vs. UGPSX (-86.78).
| 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 | 73.104 | -45.681 | -160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 16M | 83% |
| Annual Yield % from dividends | 0.50 | 10.00 | 5% |
| Returns for 1 year | 110.52 | -56.53 | -195% |
| Returns for 3 years | 10.47 | -43.54 | -24% |
| Returns for 5 years | 163.19 | -86.78 | -188% |
| Returns for 10 years | -64.12 | -86.53 | 74% |
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