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OEPIX vs UTPIX
OEPIX vs UTPIX Comparison Chart in %
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OEPIX vs. UTPIX commentary
Jun 27, 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: 13.1M vs. UTPIX (9.01M). UTPIX pays higher dividends than OEPIX: UTPIX (1.09) vs OEPIX (0.83). 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 : 24.35 vs. OEPIX (-45.62). OEPIX return over 5 years is better than : 82.08 vs. UTPIX (74.42).
| 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 | -32.385 | 8.406 | -385% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 9.01M | 145% |
| Annual Yield % from dividends | 0.83 | 1.09 | 76% |
| Returns for 1 year | -45.62 | 24.35 | -187% |
| Returns for 3 years | -23.40 | 20.46 | -114% |
| Returns for 5 years | 82.08 | 74.42 | 110% |
| Returns for 10 years | -90.20 | 174.39 | -52% |
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