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OEPIX vs UTPIX
OEPIX vs UTPIX Comparison Chart
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OEPIX vs. UTPIX commentary
Jan 11, 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 UTPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UTPIX has more cash in the bank: 21M vs. OEPIX (11.9M). UTPIX pays higher dividends than OEPIX: UTPIX (1.65) vs OEPIX (0.00). OEPIX was incepted earlier than UTPIX: OEPIX (19 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 : 31.58 vs. OEPIX (0.33). UTPIX return over 5 years is better than : 21.90 vs. OEPIX (-37.53).
| OEPIX | UTPIX | OEPIX / UTPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 4.847 | 0.567 | 855% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 21M | 57% |
| Annual Yield % from dividends | 0.00 | 1.65 | - |
| Returns for 1 year | 0.33 | 31.58 | 1% |
| Returns for 3 years | 25.96 | 12.43 | 209% |
| Returns for 5 years | -37.53 | 21.90 | -171% |
| Returns for 10 years | -83.55 | 110.93 | -75% |
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