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OEPIX vs UUPIX
OEPIX vs UUPIX Comparison
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OEPIX vs UUPIX Comparison Chart in %
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OEPIX vs. UUPIX commentary
Aug 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 Buy and UUPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UUPIX (11.6M) and OEPIX (11.1M) have equal amount of cash in the bank . UUPIX pays higher dividends than OEPIX: UUPIX (2.49) vs OEPIX (0.57). 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 : 104.42 vs. UUPIX (28.17). OEPIX return over 5 years is better than : 113.71 vs. UUPIX (8.22).
| 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 | 53.272 | 2.251 | 2,366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 11.6M | 96% |
| Annual Yield % from dividends | 0.57 | 2.49 | 23% |
| Returns for 1 year | 104.42 | 28.17 | 371% |
| Returns for 3 years | 6.43 | 80.43 | 8% |
| Returns for 5 years | 113.71 | 8.22 | 1,383% |
| Returns for 10 years | -66.67 | 123.61 | -54% |
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