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OEPSX vs UOPIX
OEPSX vs UOPIX Comparison Chart in %
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OEPSX vs. UOPIX commentary
Jul 11, 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 Buy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.19B vs. OEPSX (10.3M). UOPIX pays higher dividends than OEPSX: UOPIX (0.38) vs OEPSX (0.00). OEPSX was incepted earlier than UOPIX: OEPSX (19 years) vs UOPIX (28 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 : 8.17 vs. OEPSX (-39.04). UOPIX return over 5 years is better than : 105.29 vs. OEPSX (95.35).
| 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 | 28 years | - |
| Gain YTD | -24.244 | 10.136 | -239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 1.19B | 1% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | -39.04 | 8.17 | -478% |
| Returns for 3 years | -3.51 | 155.56 | -2% |
| Returns for 5 years | 95.35 | 105.29 | 91% |
| Returns for 10 years | -89.76 | 682.54 | -13% |
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