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OEPIX vs UTPIX
OEPIX vs UTPIX Comparison Chart in %
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OEPIX vs. UTPIX commentary
Jul 18, 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
OEPIX has more cash in the bank: 10.3M vs. UTPIX (9.76M). UTPIX pays higher dividends than OEPIX: UTPIX (1.09) vs OEPIX (0.76). 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 : 25.73 vs. OEPIX (-51.21). OEPIX return over 5 years is better than : 72.83 vs. UTPIX (59.31).
| 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 | -31.476 | 12.391 | -254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 9.76M | 106% |
| Annual Yield % from dividends | 0.76 | 1.09 | 70% |
| Returns for 1 year | -51.21 | 25.73 | -199% |
| Returns for 3 years | -8.26 | 27.38 | -30% |
| Returns for 5 years | 72.83 | 59.31 | 123% |
| Returns for 10 years | -89.18 | 170.51 | -52% |
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