Ad is loading...
OEPIX vs UTPIX
OEPIX vs UTPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. UTPIX commentary
Apr 16, 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 UTPIX is a Buy.
FUNDAMENTALS
Fundamentals
UTPIX (8.5M) and OEPIX (8.31M) have equal amount of cash in the bank . UTPIX pays higher dividends than OEPIX: UTPIX (1.14) vs OEPIX (0.62). OEPIX was incepted earlier than UTPIX: OEPIX (19 years) vs UTPIX (25 years). UTPIX (1.84) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. UTPIX (35.00). OEPIX (15000) and UTPIX (15000) have matching initial minimum investment requirements. UTPIX annual gain was more profitable for investors over the last year : 32.99 vs. OEPIX (-55.75). OEPIX return over 5 years is better than : 125.46 vs. UTPIX (51.56).
| OEPIX | UTPIX | OEPIX / UTPIX | |
| Total Expense Ratio | 1.72 | 1.78 | 97% |
| Annual Report Gross Expense Ratio | 1.72 | 1.84 | 93% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -41.642 | 3.098 | -1,344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.31M | 8.5M | 98% |
| Annual Yield % from dividends | 0.62 | 1.14 | 54% |
| Returns for 1 year | -55.75 | 32.99 | -169% |
| Returns for 3 years | -54.18 | 0.97 | -5,597% |
| Returns for 5 years | 125.46 | 51.56 | 243% |
| Returns for 10 years | -92.53 | 138.91 | -67% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers