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OEPIX vs UBPSX
OEPIX vs UBPSX Comparison Chart in %
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OEPIX vs. UBPSX commentary
Jul 29, 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 UBPSX is a Hold.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 11.2M vs. UBPSX (7.83M). 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 : 6.79 vs. OEPIX (-43.95). OEPIX return over 5 years is better than : 75.68 vs. UBPSX (59.68).
| 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 | -21.264 | 27.778 | -77% |
| 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 | 4.42 | 17% |
| Returns for 1 year | -43.95 | 6.79 | -647% |
| Returns for 3 years | -11.04 | 19.55 | -56% |
| Returns for 5 years | 75.68 | 59.68 | 127% |
| Returns for 10 years | -87.15 | -37.09 | 235% |
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