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OEPIX vs UOPSX
OEPIX vs UOPSX Comparison Chart in %
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OEPIX vs. UOPSX 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.2B vs. OEPIX (10.3M). OEPIX pays higher dividends than UOPSX: OEPIX (0.76) 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 : 10.16 vs. OEPIX (-46.19). UOPSX (83.44) and OEPIX (82.77) have equivalent 5 years return.
| 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 | -25.777 | 9.377 | -275% |
| 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 | 0.00 | 21,694% |
| Returns for 1 year | -46.19 | 10.16 | -455% |
| Returns for 3 years | 4.96 | 137.47 | 4% |
| Returns for 5 years | 82.77 | 83.44 | 99% |
| Returns for 10 years | -88.41 | 480.86 | -18% |
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