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OEPIX vs UTPIX
OEPIX vs UTPIX Comparison Chart
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OEPIX vs. UTPIX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
UTPIX has more cash in the bank: 10.4M vs. OEPIX (8.05M). UTPIX pays higher dividends than OEPIX: UTPIX (1.15) vs OEPIX (0.88). 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 : 17.44 vs. OEPIX (-51.37). OEPIX return over 5 years is better than : 77.26 vs. UTPIX (68.56).
| 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 | -34.907 | 7.737 | -451% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.05M | 10.4M | 77% |
| Annual Yield % from dividends | 0.88 | 1.15 | 77% |
| Returns for 1 year | -51.37 | 17.44 | -295% |
| Returns for 3 years | -32.29 | 17.41 | -185% |
| Returns for 5 years | 77.26 | 68.56 | 113% |
| Returns for 10 years | -91.62 | 155.03 | -59% |
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