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OEPIX vs UOPIX
OEPIX vs UOPIX Comparison Chart in %
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OEPIX vs. UOPIX commentary
Aug 29, 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 Buy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.14B vs. OEPIX (9.95M). OEPIX pays higher dividends than UOPIX: OEPIX (0.71) vs UOPIX (0.00). 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 : 28.90 vs. OEPIX (-36.04). UOPIX return over 5 years is better than : 76.89 vs. OEPIX (71.05).
| 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 | -23.808 | 15.549 | -153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.95M | 1.14B | 1% |
| Annual Yield % from dividends | 0.71 | 0.00 | - |
| Returns for 1 year | -36.04 | 28.90 | -125% |
| Returns for 3 years | -17.05 | 140.86 | -12% |
| Returns for 5 years | 71.05 | 76.89 | 92% |
| Returns for 10 years | -86.49 | 791.77 | -11% |
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