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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
Jul 14, 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 StrongBuy and UUPIX is a Hold.
FUNDAMENTALS
Fundamentals
UUPIX (11.6M) and OEPIX (11.4M) have equal amount of cash in the bank . UUPIX pays higher dividends than OEPIX: UUPIX (2.52) vs OEPIX (0.56). 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 : 97.15 vs. UUPIX (36.77). OEPIX return over 5 years is better than : 99.15 vs. UUPIX (-2.84).
| 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 | 55.567 | 4.261 | 1,304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4M | 11.6M | 98% |
| Annual Yield % from dividends | 0.56 | 2.52 | 22% |
| Returns for 1 year | 97.15 | 36.77 | 264% |
| Returns for 3 years | 21.86 | 90.55 | 24% |
| Returns for 5 years | 99.15 | -2.84 | -3,488% |
| Returns for 10 years | -68.45 | 131.88 | -52% |
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