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OEPIX vs UTPSX
OEPIX vs UTPSX Comparison
Open Charts OEPIX vs UTPSX
OEPIX vs UTPSX Comparison Chart in %
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OEPIX vs. UTPSX commentary
Jun 03, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 16.7M vs. UTPSX (8.06M). OEPIX pays higher dividends than UTPSX: OEPIX (0.50) vs UTPSX (0.00). OEPIX was incepted earlier than UTPSX: OEPIX (20 years) vs UTPSX (26 years). UTPSX (2.76) is less costly to investors than OEPIX (1.74). UTPSX is a more actively managed with annual turnover of: 278.00 vs. OEPIX (149.00). OEPIX (15000) and UTPSX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 167.12 vs. UTPSX (6.10). OEPIX return over 5 years is better than : 70.04 vs. UTPSX (39.96).
| OEPIX | UTPSX | OEPIX / UTPSX | |
| Total Expense Ratio | 1.74 | 2.76 | 63% |
| Annual Report Gross Expense Ratio | 1.74 | 2.76 | 63% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 75.624 | -0.515 | -14,687% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7M | 8.06M | 207% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 167.12 | 6.10 | 2,741% |
| Returns for 3 years | 71.18 | 43.99 | 162% |
| Returns for 5 years | 70.04 | 39.96 | 175% |
| Returns for 10 years | -60.96 | 101.81 | -60% |
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