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OEPIX vs UOPSX
OEPIX vs UOPSX Comparison Chart
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OEPIX vs. UOPSX commentary
Apr 25, 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 781M vs. OEPIX (7.81M). OEPIX pays higher dividends than UOPSX: OEPIX (0.62) vs UOPSX (0.00). OEPIX was incepted earlier than UOPSX: OEPIX (19 years) vs UOPSX (27 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 : -0.31 vs. OEPIX (-55.03). OEPIX return over 5 years is better than : 89.52 vs. UOPSX (79.98).
| 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 | 27 years | - |
| Gain YTD | -41.239 | -25.377 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.81M | 781M | 1% |
| Annual Yield % from dividends | 0.62 | 0.00 | 13,261% |
| Returns for 1 year | -55.03 | -0.31 | 18,034% |
| Returns for 3 years | -43.94 | 22.09 | -199% |
| Returns for 5 years | 89.52 | 79.98 | 112% |
| Returns for 10 years | -92.51 | 317.73 | -29% |
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