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OEPIX vs UOPIX
OEPIX vs UOPIX Comparison Chart
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OEPIX vs. UOPIX commentary
Jun 07, 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 StrongBuy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.06B vs. OEPIX (8.32M). OEPIX pays higher dividends than UOPIX: OEPIX (0.83) vs UOPIX (0.43). 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 : 13.48 vs. OEPIX (-43.67). UOPIX return over 5 years is better than : 121.35 vs. OEPIX (19.00).
| 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 | -32.846 | -1.545 | 2,126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.32M | 1.06B | 1% |
| Annual Yield % from dividends | 0.83 | 0.43 | 195% |
| Returns for 1 year | -43.67 | 13.48 | -324% |
| Returns for 3 years | -50.07 | 96.27 | -52% |
| Returns for 5 years | 19.00 | 121.35 | 16% |
| Returns for 10 years | -90.73 | 619.00 | -15% |
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