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OEPIX vs UBPSX
OEPIX vs UBPSX Comparison Chart
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OEPIX vs. UBPSX commentary
Jun 15, 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 UBPSX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 12M vs. UBPSX (7.46M). UBPSX pays higher dividends than OEPIX: UBPSX (4.81) vs OEPIX (0.83). OEPIX was incepted earlier than UBPSX: OEPIX (19 years) vs UBPSX (18 years). UBPSX (2.93) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. UBPSX (111.00). OEPIX (15000) and UBPSX (15000) have matching initial minimum investment requirements. UBPSX annual gain was more profitable for investors over the last year : 12.37 vs. OEPIX (-36.51). UBPSX return over 5 years is better than : 87.46 vs. OEPIX (73.01).
| OEPIX | UBPSX | OEPIX / UBPSX | |
| Total Expense Ratio | 1.72 | 2.78 | 62% |
| Annual Report Gross Expense Ratio | 1.72 | 2.93 | 59% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | -22.623 | 35.428 | -64% |
| 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 | 4.81 | 17% |
| Returns for 1 year | -36.51 | 12.37 | -295% |
| Returns for 3 years | -26.71 | 19.47 | -137% |
| Returns for 5 years | 73.01 | 87.46 | 83% |
| Returns for 10 years | -89.22 | -47.04 | 190% |
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