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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
Sep 13, 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 UUPSX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 13.2M vs. UUPSX (9.33M). UUPSX pays higher dividends than OEPIX: UUPSX (2.43) vs OEPIX (0.50). 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 : 110.52 vs. UUPSX (3.08). OEPIX return over 5 years is better than : 163.19 vs. UUPSX (4.70).
| 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 | 73.104 | -0.454 | -16,101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 9.33M | 141% |
| Annual Yield % from dividends | 0.50 | 2.43 | 20% |
| Returns for 1 year | 110.52 | 3.08 | 3,590% |
| Returns for 3 years | 10.47 | 97.57 | 11% |
| Returns for 5 years | 163.19 | 4.70 | 3,471% |
| Returns for 10 years | -64.12 | 87.01 | -74% |
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