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OEPIX vs UTPSX
OEPIX vs UTPSX Comparison Chart in %
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OEPIX vs. UTPSX commentary
Jul 06, 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 Buy and UTPSX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX (10M) and UTPSX (10M) have equal amount of cash in the bank . OEPIX pays higher dividends than UTPSX: OEPIX (0.76) vs UTPSX (0.00). OEPIX was incepted earlier than UTPSX: OEPIX (19 years) vs UTPSX (25 years). UTPSX (2.84) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. UTPSX (35.00). OEPIX (15000) and UTPSX (15000) have matching initial minimum investment requirements. UTPSX annual gain was more profitable for investors over the last year : 27.31 vs. OEPIX (-41.98). OEPIX return over 5 years is better than : 89.94 vs. UTPSX (58.37).
| OEPIX | UTPSX | OEPIX / UTPSX | |
| Total Expense Ratio | 1.72 | 2.78 | 62% |
| Annual Report Gross Expense Ratio | 1.72 | 2.84 | 61% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -26.169 | 10.572 | -248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10M | 10M | 100% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | -41.98 | 27.31 | -154% |
| Returns for 3 years | -13.10 | 14.46 | -91% |
| Returns for 5 years | 89.94 | 58.37 | 154% |
| Returns for 10 years | -88.82 | 148.20 | -60% |
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