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OEPIX vs UUPIX
OEPIX vs UUPIX Comparison
Open Charts OEPIX vs UUPIX
OEPIX vs UUPIX Comparison Chart in %
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OEPIX vs. UUPIX 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 UUPIX is a Hold.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 12.9M vs. UUPIX (11.8M). UUPIX pays higher dividends than OEPIX: UUPIX (2.42) vs OEPIX (0.50). OEPIX was incepted earlier than UUPIX: OEPIX (20 years) vs UUPIX (20 years). UUPIX (1.93) is less costly to investors than OEPIX (1.74). UUPIX is a more actively managed with annual turnover of: 290.00 vs. OEPIX (149.00). OEPIX (15000) and UUPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 107.99 vs. UUPIX (42.70). OEPIX return over 5 years is better than : 70.65 vs. UUPIX (-4.50).
| OEPIX | UUPIX | OEPIX / UUPIX | |
| Total Expense Ratio | 1.74 | 1.78 | 98% |
| Annual Report Gross Expense Ratio | 1.74 | 1.93 | 90% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 58.904 | 2.709 | 2,174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 11.8M | 109% |
| Annual Yield % from dividends | 0.50 | 2.42 | 21% |
| Returns for 1 year | 107.99 | 42.70 | 253% |
| Returns for 3 years | 62.31 | 105.65 | 59% |
| Returns for 5 years | 70.65 | -4.50 | -1,570% |
| Returns for 10 years | -65.49 | 168.49 | -39% |
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