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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
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 ULPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ULPSX has more cash in the bank: 181M vs. OEPIX (11.1M). OEPIX pays higher dividends than ULPSX: OEPIX (0.57) vs ULPSX (0.44). 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 : 104.42 vs. ULPSX (16.86). OEPIX return over 5 years is better than : 113.71 vs. ULPSX (42.43).
| 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 | 53.272 | 15.109 | 353% |
| 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 | 0.44 | 129% |
| Returns for 1 year | 104.42 | 16.86 | 619% |
| Returns for 3 years | 6.43 | 83.85 | 8% |
| Returns for 5 years | 113.71 | 42.43 | 268% |
| Returns for 10 years | -66.67 | 303.01 | -22% |
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