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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
Jun 04, 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: 16.7M vs. UUPSX (13.6M). UUPSX pays higher dividends than OEPIX: UUPSX (2.32) 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 : 167.12 vs. UUPSX (53.07). OEPIX return over 5 years is better than : 70.04 vs. UUPSX (-7.27).
| 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 | 75.624 | 7.066 | 1,070% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7M | 13.6M | 123% |
| Annual Yield % from dividends | 0.50 | 2.32 | 21% |
| Returns for 1 year | 167.12 | 53.07 | 315% |
| Returns for 3 years | 71.18 | 116.44 | 61% |
| Returns for 5 years | 70.04 | -7.27 | -963% |
| Returns for 10 years | -60.96 | 140.01 | -44% |
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