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OEPSX vs UOPIX
OEPSX vs UOPIX Comparison Chart
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OEPSX vs. UOPIX commentary
May 22, 2025
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 OEPSX is a Hold and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.02B vs. OEPSX (8.24M). UOPIX pays higher dividends than OEPSX: UOPIX (0.50) vs OEPSX (0.00). OEPSX was incepted earlier than UOPIX: OEPSX (19 years) vs UOPIX (27 years). OEPSX (2.72) is less costly to investors than UOPIX (1.53). OEPSX is a more actively managed with annual turnover of: 217.00 vs. UOPIX (22.00). OEPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 15.27 vs. OEPSX (-53.53). UOPIX return over 5 years is better than : 137.53 vs. OEPSX (67.50).
| OEPSX | UOPIX | OEPSX / UOPIX | |
| Total Expense Ratio | 2.72 | 1.53 | 178% |
| Annual Report Gross Expense Ratio | 2.72 | 1.53 | 178% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -35.133 | -2.846 | 1,234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.24M | 1.02B | 1% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | -53.53 | 15.27 | -350% |
| Returns for 3 years | -40.66 | 122.21 | -33% |
| Returns for 5 years | 67.50 | 137.53 | 49% |
| Returns for 10 years | -92.37 | 577.53 | -16% |
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