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OEPIX vs UBPSX
OEPIX vs UBPSX Comparison Chart in %
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OEPIX vs. UBPSX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 10M vs. UBPSX (8.14M). UBPSX pays higher dividends than OEPIX: UBPSX (4.42) vs OEPIX (0.76). 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 : 17.57 vs. OEPIX (-41.98). UBPSX return over 5 years is better than : 113.97 vs. OEPIX (89.94).
| 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 | -26.169 | 44.718 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10M | 8.14M | 123% |
| Annual Yield % from dividends | 0.76 | 4.42 | 17% |
| Returns for 1 year | -41.98 | 17.57 | -239% |
| Returns for 3 years | -13.10 | 43.16 | -30% |
| Returns for 5 years | 89.94 | 113.97 | 79% |
| Returns for 10 years | -88.82 | -37.21 | 239% |
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