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OEPIX vs UBPIX
OEPIX vs UBPIX Comparison Chart in %
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OEPIX vs. UBPIX commentary
Jul 28, 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 StrongBuy and UBPIX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 11.2M vs. UBPIX (7.83M). UBPIX pays higher dividends than OEPIX: UBPIX (5.02) vs OEPIX (0.76). 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 : 13.95 vs. OEPIX (-44.75). UBPIX return over 5 years is better than : 89.67 vs. OEPIX (70.40).
| 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 | -23.475 | 33.333 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2M | 7.83M | 143% |
| Annual Yield % from dividends | 0.76 | 5.02 | 15% |
| Returns for 1 year | -44.75 | 13.95 | -321% |
| Returns for 3 years | -1.71 | 41.35 | -4% |
| Returns for 5 years | 70.40 | 89.67 | 79% |
| Returns for 10 years | -87.62 | -25.53 | 343% |
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