Interact to see
Advertisement
Advertisement
OEPIX vs UBPIX
OEPIX vs UBPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. UBPIX commentary
Jun 16, 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 OEPIX is a Buy and UBPIX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 12M vs. UBPIX (7.46M). UBPIX pays higher dividends than OEPIX: UBPIX (5.48) vs OEPIX (0.83). OEPIX was incepted earlier than UBPIX: OEPIX (19 years) vs UBPIX (18 years). UBPIX (1.93) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. UBPIX (111.00). OEPIX (15000) and UBPIX (15000) have matching initial minimum investment requirements. UBPIX annual gain was more profitable for investors over the last year : 13.96 vs. OEPIX (-36.51). UBPIX return over 5 years is better than : 97.52 vs. OEPIX (73.01).
| OEPIX | UBPIX | OEPIX / UBPIX | |
| Total Expense Ratio | 1.72 | 1.78 | 97% |
| Annual Report Gross Expense Ratio | 1.72 | 1.93 | 89% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | -22.623 | 35.965 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12M | 7.46M | 161% |
| Annual Yield % from dividends | 0.83 | 5.48 | 15% |
| Returns for 1 year | -36.51 | 13.96 | -262% |
| Returns for 3 years | -26.71 | 23.19 | -115% |
| Returns for 5 years | 73.01 | 97.52 | 75% |
| Returns for 10 years | -89.22 | -41.42 | 215% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement