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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 13.2M vs. UTPIX (8.54M). UTPIX pays higher dividends than OEPIX: UTPIX (0.80) 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 : 110.52 vs. UTPIX (-1.40). OEPIX return over 5 years is better than : 163.19 vs. UTPIX (35.40).
| 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 | 73.104 | -2.592 | -2,820% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 8.54M | 155% |
| Annual Yield % from dividends | 0.50 | 0.80 | 62% |
| Returns for 1 year | 110.52 | -1.40 | -7,922% |
| Returns for 3 years | 10.47 | 50.85 | 21% |
| Returns for 5 years | 163.19 | 35.40 | 461% |
| Returns for 10 years | -64.12 | 127.02 | -50% |
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