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OEPIX vs UTPSX
OEPIX vs UTPSX Comparison Chart
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OEPIX vs. UTPSX commentary
Feb 23, 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 UTPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OEPIX (10.7M) and UTPSX (10.5M) have equal amount of cash in the bank . UTPSX pays higher dividends than OEPIX: UTPSX (0.18) vs OEPIX (0.00). OEPIX was incepted earlier than UTPSX: OEPIX (19 years) vs UTPSX (25 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. UTPSX (53.00). OEPIX (15000) and UTPSX (15000) have matching initial minimum investment requirements. UTPSX annual gain was more profitable for investors over the last year : 46.25 vs. OEPIX (-17.84). UTPSX return over 5 years is better than : 10.50 vs. OEPIX (-25.36).
| OEPIX | UTPSX | OEPIX / UTPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -4.594 | 8.233 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 10.5M | 102% |
| Annual Yield % from dividends | 0.00 | 0.18 | - |
| Returns for 1 year | -17.84 | 46.25 | -39% |
| Returns for 3 years | 5.96 | 26.81 | 22% |
| Returns for 5 years | -25.36 | 10.50 | -241% |
| Returns for 10 years | -86.70 | 114.12 | -76% |
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