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OEPIX vs UTPSX
OEPIX vs UTPSX Comparison Chart
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OEPIX vs. UTPSX commentary
Dec 19, 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 Hold and UTPSX is a Hold.
FUNDAMENTALS
Fundamentals
UTPSX has more cash in the bank: 30.7M vs. OEPIX (10.6M). UTPSX pays higher dividends than OEPIX: UTPSX (0.18) vs OEPIX (0.00). OEPIX was incepted earlier than UTPSX: OEPIX (19 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 : 29.49 vs. OEPIX (-14.96). UTPSX return over 5 years is better than : 16.56 vs. OEPIX (-41.68).
| OEPIX | UTPSX | OEPIX / UTPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -15.855 | 29.321 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 30.7M | 35% |
| Annual Yield % from dividends | 0.00 | 0.18 | - |
| Returns for 1 year | -14.96 | 29.49 | -51% |
| Returns for 3 years | 56.66 | 9.22 | 614% |
| Returns for 5 years | -41.68 | 16.56 | -252% |
| Returns for 10 years | -86.73 | 95.54 | -91% |
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