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OEPIX vs UTPSX
OEPIX vs UTPSX Comparison Chart
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OEPIX vs. UTPSX commentary
Jun 14, 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 StrongBuy and UTPSX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 11.8M vs. UTPSX (9.27M). OEPIX pays higher dividends than UTPSX: OEPIX (0.83) 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 : 23.11 vs. OEPIX (-37.76). OEPIX return over 5 years is better than : 69.61 vs. UTPSX (55.95).
| 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 | -24.142 | 9.980 | -242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 9.27M | 127% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | -37.76 | 23.11 | -163% |
| Returns for 3 years | -28.14 | 29.02 | -97% |
| Returns for 5 years | 69.61 | 55.95 | 124% |
| Returns for 10 years | -89.43 | 146.71 | -61% |
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