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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
Jul 06, 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: 10.3M vs. UTPIX (8.86M). UTPIX pays higher dividends than OEPIX: UTPIX (0.71) vs OEPIX (0.56). 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 : 91.16 vs. UTPIX (19.13). UTPIX return over 5 years is better than : 65.59 vs. OEPIX (56.92).
| 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 | 44.764 | 9.768 | 458% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 8.86M | 116% |
| Annual Yield % from dividends | 0.56 | 0.71 | 78% |
| Returns for 1 year | 91.16 | 19.13 | 476% |
| Returns for 3 years | 29.80 | 58.78 | 51% |
| Returns for 5 years | 56.92 | 65.59 | 87% |
| Returns for 10 years | -70.02 | 126.70 | -55% |
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