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OEPIX vs ULPIX
OEPIX vs ULPIX Comparison
Open Charts OEPIX vs ULPIX
OEPIX vs ULPIX Comparison Chart in %
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OEPIX vs. ULPIX commentary
Jun 03, 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 ULPIX is a Buy.
FUNDAMENTALS
Fundamentals
ULPIX has more cash in the bank: 193M vs. OEPIX (16.7M). ULPIX pays higher dividends than OEPIX: ULPIX (0.65) vs OEPIX (0.50). OEPIX was incepted earlier than ULPIX: OEPIX (20 years) vs ULPIX (29 years). OEPIX (1.74) is less costly to investors than ULPIX (1.47). OEPIX is a more actively managed with annual turnover of: 149.00 vs. ULPIX (104.00). OEPIX (15000) and ULPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 167.12 vs. ULPIX (43.37). ULPIX return over 5 years is better than : 86.97 vs. OEPIX (70.04).
| OEPIX | ULPIX | OEPIX / ULPIX | |
| Total Expense Ratio | 1.74 | 1.47 | 118% |
| Annual Report Gross Expense Ratio | 1.74 | 1.47 | 118% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 75.624 | 20.466 | 370% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7M | 193M | 9% |
| Annual Yield % from dividends | 0.50 | 0.65 | 77% |
| Returns for 1 year | 167.12 | 43.37 | 385% |
| Returns for 3 years | 71.18 | 132.35 | 54% |
| Returns for 5 years | 70.04 | 86.97 | 81% |
| Returns for 10 years | -60.96 | 449.63 | -14% |
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