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OEPIX vs UUPSX
OEPIX vs UUPSX Comparison
Open Charts OEPIX vs UUPSX
OEPIX vs UUPSX Comparison Chart in %
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OEPIX vs. UUPSX commentary
Aug 23, 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 UUPSX is a Hold.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 10.7M vs. UUPSX (8.87M). UUPSX pays higher dividends than OEPIX: UUPSX (2.39) vs OEPIX (0.57). OEPIX was incepted earlier than UUPSX: OEPIX (20 years) vs UUPSX (20 years). UUPSX (2.93) is less costly to investors than OEPIX (1.74). UUPSX is a more actively managed with annual turnover of: 290.00 vs. OEPIX (149.00). OEPIX (15000) and UUPSX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 134.17 vs. UUPSX (28.22). OEPIX return over 5 years is better than : 192.27 vs. UUPSX (25.06).
| OEPIX | UUPSX | OEPIX / UUPSX | |
| Total Expense Ratio | 1.74 | 2.78 | 63% |
| Annual Report Gross Expense Ratio | 1.74 | 2.93 | 59% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 72.583 | 2.511 | 2,890% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 8.87M | 121% |
| Annual Yield % from dividends | 0.57 | 2.39 | 24% |
| Returns for 1 year | 134.17 | 28.22 | 475% |
| Returns for 3 years | 26.91 | 110.49 | 24% |
| Returns for 5 years | 192.27 | 25.06 | 767% |
| Returns for 10 years | -66.08 | 87.05 | -76% |
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