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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
Sep 22, 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 Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 12.4M vs. UUPIX (8.7M). UUPIX pays higher dividends than OEPIX: UUPIX (2.53) 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 : 100.34 vs. UUPIX (0.75). OEPIX return over 5 years is better than : 148.51 vs. UUPIX (24.13).
| 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 | 61.070 | 2.200 | 2,775% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4M | 8.7M | 143% |
| Annual Yield % from dividends | 0.50 | 2.53 | 20% |
| Returns for 1 year | 100.34 | 0.75 | 13,359% |
| Returns for 3 years | 10.80 | 119.61 | 9% |
| Returns for 5 years | 148.51 | 24.13 | 616% |
| Returns for 10 years | -66.74 | 94.25 | -71% |
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