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OEPIX vs UOPIX
OEPIX vs UOPIX Comparison Chart in %
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OEPIX vs. UOPIX commentary
Jul 17, 2025
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 UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.2B vs. OEPIX (10.3M). OEPIX pays higher dividends than UOPIX: OEPIX (0.76) vs UOPIX (0.38). OEPIX was incepted earlier than UOPIX: OEPIX (19 years) vs UOPIX (28 years). OEPIX (1.72) is less costly to investors than UOPIX (1.53). OEPIX is a more actively managed with annual turnover of: 217.00 vs. UOPIX (22.00). OEPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 11.25 vs. OEPIX (-46.19). UOPIX return over 5 years is better than : 113.29 vs. OEPIX (82.77).
| OEPIX | UOPIX | OEPIX / UOPIX | |
| Total Expense Ratio | 1.72 | 1.53 | 112% |
| Annual Report Gross Expense Ratio | 1.72 | 1.53 | 112% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | -25.777 | 9.970 | -259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 1.2B | 1% |
| Annual Yield % from dividends | 0.76 | 0.38 | 201% |
| Returns for 1 year | -46.19 | 11.25 | -411% |
| Returns for 3 years | 4.96 | 150.23 | 3% |
| Returns for 5 years | 82.77 | 113.29 | 73% |
| Returns for 10 years | -88.41 | 626.89 | -14% |
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