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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
Aug 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 Buy and ULPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ULPIX has more cash in the bank: 181M vs. OEPIX (11.1M). ULPIX pays higher dividends than OEPIX: ULPIX (0.67) vs OEPIX (0.57). 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 : 104.42 vs. ULPIX (21.82). OEPIX return over 5 years is better than : 113.71 vs. ULPIX (63.70).
| 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 | 53.272 | 15.778 | 338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 181M | 6% |
| Annual Yield % from dividends | 0.57 | 0.67 | 84% |
| Returns for 1 year | 104.42 | 21.82 | 479% |
| Returns for 3 years | 6.43 | 97.37 | 7% |
| Returns for 5 years | 113.71 | 63.70 | 178% |
| Returns for 10 years | -66.67 | 400.95 | -17% |
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