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OEPIX vs ULPSX
OEPIX vs ULPSX Comparison
Open Charts OEPIX vs ULPSX
OEPIX vs ULPSX Comparison Chart in %
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OEPIX vs. ULPSX commentary
Jun 04, 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 ULPSX is a Buy.
FUNDAMENTALS
Fundamentals
ULPSX has more cash in the bank: 193M vs. OEPIX (16.7M). OEPIX pays higher dividends than ULPSX: OEPIX (0.50) vs ULPSX (0.42). OEPIX was incepted earlier than ULPSX: OEPIX (20 years) vs ULPSX (29 years). ULPSX (2.47) is less costly to investors than OEPIX (1.74). OEPIX is a more actively managed with annual turnover of: 149.00 vs. ULPSX (104.00). OEPIX (15000) and ULPSX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 167.12 vs. ULPSX (37.54). OEPIX return over 5 years is better than : 70.04 vs. ULPSX (62.67).
| OEPIX | ULPSX | OEPIX / ULPSX | |
| Total Expense Ratio | 1.74 | 2.47 | 70% |
| Annual Report Gross Expense Ratio | 1.74 | 2.47 | 70% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 75.624 | 19.962 | 379% |
| 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 | 0.42 | 117% |
| Returns for 1 year | 167.12 | 37.54 | 445% |
| Returns for 3 years | 71.18 | 116.42 | 61% |
| Returns for 5 years | 70.04 | 62.67 | 112% |
| Returns for 10 years | -60.96 | 342.06 | -18% |
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