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OEPIX vs UOPSX
OEPIX vs UOPSX Comparison Chart in %
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OEPIX vs. UOPSX commentary
Aug 31, 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 UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.14B vs. OEPIX (9.95M). OEPIX pays higher dividends than UOPSX: OEPIX (0.66) vs UOPSX (0.00). OEPIX was incepted earlier than UOPSX: OEPIX (19 years) vs UOPSX (28 years). UOPSX (2.53) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. UOPSX (22.00). OEPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 29.82 vs. OEPIX (-32.72). OEPIX return over 5 years is better than : 78.09 vs. UOPSX (50.66).
| OEPIX | UOPSX | OEPIX / UOPSX | |
| Total Expense Ratio | 1.72 | 2.53 | 68% |
| Annual Report Gross Expense Ratio | 1.72 | 2.53 | 68% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | -20.677 | 13.678 | -151% |
| 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 | 0.66 | 0.00 | - |
| Returns for 1 year | -32.72 | 29.82 | -110% |
| Returns for 3 years | -9.61 | 136.26 | -7% |
| Returns for 5 years | 78.09 | 50.66 | 154% |
| Returns for 10 years | -85.49 | 671.66 | -13% |
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