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OEPIX vs UTPIX
OEPIX vs UTPIX Comparison
Open Charts OEPIX vs UTPIX
OEPIX vs UTPIX Comparison Chart in %
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OEPIX vs. UTPIX commentary
Aug 03, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 11.1M vs. UTPIX (7.82M). UTPIX pays higher dividends than OEPIX: UTPIX (0.74) vs OEPIX (0.57). OEPIX was incepted earlier than UTPIX: OEPIX (20 years) vs UTPIX (26 years). UTPIX (1.76) and OEPIX (1.74) have similar cost to investors . UTPIX is a more actively managed with annual turnover of: 278.00 vs. OEPIX (149.00). OEPIX (15000) and UTPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 104.42 vs. UTPIX (4.01). OEPIX return over 5 years is better than : 113.71 vs. UTPIX (51.83).
| OEPIX | UTPIX | OEPIX / UTPIX | |
| Total Expense Ratio | 1.74 | 1.76 | 99% |
| Annual Report Gross Expense Ratio | 1.74 | 1.76 | 99% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 53.272 | 4.362 | 1,221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 7.82M | 142% |
| Annual Yield % from dividends | 0.57 | 0.74 | 76% |
| Returns for 1 year | 104.42 | 4.01 | 2,601% |
| Returns for 3 years | 6.43 | 50.75 | 13% |
| Returns for 5 years | 113.71 | 51.83 | 219% |
| Returns for 10 years | -66.67 | 120.63 | -55% |
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