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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
Jun 09, 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 Hold and UTPIX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 15.6M vs. UTPIX (9.03M). UTPIX pays higher dividends than OEPIX: UTPIX (0.74) vs OEPIX (0.50). 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 : 137.58 vs. UTPIX (13.99). OEPIX return over 5 years is better than : 71.07 vs. UTPIX (53.26).
| 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 | 70.193 | 4.251 | 1,651% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6M | 9.03M | 173% |
| Annual Yield % from dividends | 0.50 | 0.74 | 67% |
| Returns for 1 year | 137.58 | 13.99 | 984% |
| Returns for 3 years | 63.02 | 50.57 | 125% |
| Returns for 5 years | 71.07 | 53.26 | 133% |
| Returns for 10 years | -63.74 | 129.06 | -49% |
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