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OEPIX vs UTPIX
OEPIX vs UTPIX Comparison Chart
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OEPIX vs. UTPIX commentary
Nov 15, 2024
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 Sell and UTPIX is a StrongSell.
FUNDAMENTALS
Fundamentals
UTPIX has more cash in the bank: 37.5M vs. OEPIX (13.1M). UTPIX pays higher dividends than OEPIX: UTPIX (1.65) vs OEPIX (0.00). OEPIX was incepted earlier than UTPIX: OEPIX (18 years) vs UTPIX (24 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. UTPIX (53.00). OEPIX (15000) and UTPIX (15000) have matching initial minimum investment requirements. UTPIX annual gain was more profitable for investors over the last year : 41.10 vs. OEPIX (-11.95). UTPIX return over 5 years is better than : 32.08 vs. OEPIX (-21.56).
| OEPIX | UTPIX | OEPIX / UTPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -7.012 | 35.501 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 37.5M | 35% |
| Annual Yield % from dividends | 0.00 | 1.65 | - |
| Returns for 1 year | -11.95 | 41.10 | -29% |
| Returns for 3 years | 45.33 | 24.95 | 182% |
| Returns for 5 years | -21.56 | 32.08 | -67% |
| Returns for 10 years | -87.49 | 139.69 | -63% |
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