OEPIX
Price
$134.79
Change
-$2.09 (-1.53%)
Updated
Jun 23 closing price
Net Assets
12.92M
UTPSX
Price
$81.07
Change
+$0.97 (+1.21%)
Updated
Jun 23 closing price
Net Assets
8.7M
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OEPIX vs UTPSX

OEPIX vs UTPSX Comparison Chart in %
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OEPIX vs. UTPSX commentary
Jun 24, 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 Hold.

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FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 12.9M vs. UTPSX (8.71M). 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 : 127.51 vs. UTPSX (14.02). OEPIX return over 5 years is better than : 69.58 vs. UTPSX (54.98).
OEPIXUTPSXOEPIX / UTPSX
Total Expense Ratio1.742.7663%
Annual Report Gross Expense Ratio1.742.7663%
Fund Existence20 years26 years-
Gain YTD61.9695.7571,076%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets12.9M8.71M148%
Annual Yield % from dividends0.500.00-
Returns for 1 year127.5114.02909%
Returns for 3 years65.4452.13126%
Returns for 5 years69.5854.98127%
Returns for 10 years-64.83110.79-59%
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