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OEPIX vs UTPSX
OEPIX vs UTPSX Comparison Chart
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OEPIX vs. UTPSX commentary
Nov 18, 2024
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 Sell and UTPSX is a Buy.
FUNDAMENTALS
Fundamentals
UTPSX has more cash in the bank: 38M vs. OEPIX (12.3M). UTPSX pays higher dividends than OEPIX: UTPSX (0.18) vs OEPIX (0.00). OEPIX was incepted earlier than UTPSX: OEPIX (18 years) vs UTPSX (24 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 : 41.70 vs. OEPIX (-7.47). UTPSX return over 5 years is better than : 27.99 vs. OEPIX (-24.68).
| OEPIX | UTPSX | OEPIX / UTPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -10.713 | 36.687 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 38M | 32% |
| Annual Yield % from dividends | 0.00 | 0.18 | - |
| Returns for 1 year | -7.47 | 41.70 | -18% |
| Returns for 3 years | 38.11 | 21.95 | 174% |
| Returns for 5 years | -24.68 | 27.99 | -88% |
| Returns for 10 years | -87.86 | 116.20 | -76% |
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