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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
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 UUPSX is a Hold.
FUNDAMENTALS
Fundamentals
UUPSX (11.6M) and OEPIX (11.4M) have equal amount of cash in the bank . UUPSX pays higher dividends than OEPIX: UUPSX (2.41) vs OEPIX (0.56). 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 : 97.15 vs. UUPSX (35.47). OEPIX return over 5 years is better than : 99.15 vs. UUPSX (-7.50).
| 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 | 55.567 | 3.746 | 1,483% |
| 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 | 2.41 | 23% |
| Returns for 1 year | 97.15 | 35.47 | 274% |
| Returns for 3 years | 21.86 | 85.23 | 26% |
| Returns for 5 years | 99.15 | -7.50 | -1,323% |
| Returns for 10 years | -68.45 | 109.73 | -62% |
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