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OEPIX vs UTPSX
OEPIX vs UTPSX Comparison Chart
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OEPIX vs. UTPSX commentary
Jan 19, 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 has more cash in the bank: 13.5M vs. UTPSX (10.7M). 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 : 43.93 vs. OEPIX (10.59). UTPSX return over 5 years is better than : 15.94 vs. OEPIX (-27.81).
| 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 | 16.233 | 5.957 | 273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 10.7M | 126% |
| Annual Yield % from dividends | 0.00 | 0.18 | - |
| Returns for 1 year | 10.59 | 43.93 | 24% |
| Returns for 3 years | 36.85 | 16.65 | 221% |
| Returns for 5 years | -27.81 | 15.94 | -175% |
| Returns for 10 years | -82.33 | 93.78 | -88% |
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