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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
Aug 16, 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 Buy and UTPSX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX (11.8M) and UTPSX (11.7M) have equal amount of cash in the bank . OEPIX pays higher dividends than UTPSX: OEPIX (0.57) 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 : 144.33 vs. UTPSX (2.47). OEPIX return over 5 years is better than : 165.48 vs. UTPSX (36.15).
| 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 | 79.813 | 3.472 | 2,298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 11.7M | 101% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 144.33 | 2.47 | 5,840% |
| Returns for 3 years | 29.62 | 57.73 | 51% |
| Returns for 5 years | 165.48 | 36.15 | 458% |
| Returns for 10 years | -64.18 | 113.75 | -56% |
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