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OEPIX vs UGPIX
OEPIX vs UGPIX Comparison Chart in %
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OEPIX vs. UGPIX commentary
Aug 18, 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 Hold and UGPIX is a Buy.
FUNDAMENTALS
Fundamentals
UGPIX has more cash in the bank: 26.9M vs. OEPIX (9.98M). UGPIX pays higher dividends than OEPIX: UGPIX (2.27) vs OEPIX (0.71). OEPIX was incepted earlier than UGPIX: OEPIX (19 years) vs UGPIX (18 years). UGPIX (1.80) and OEPIX (1.72) have similar cost to investors . OEPIX is a more actively managed with annual turnover of: 217.00 vs. UGPIX (159.00). OEPIX (15000) and UGPIX (15000) have matching initial minimum investment requirements. UGPIX annual gain was more profitable for investors over the last year : 34.85 vs. OEPIX (-40.60). OEPIX return over 5 years is better than : 42.60 vs. UGPIX (-84.02).
| OEPIX | UGPIX | OEPIX / UGPIX | |
| Total Expense Ratio | 1.72 | 1.80 | 96% |
| Annual Report Gross Expense Ratio | 1.72 | 1.80 | 96% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | -29.116 | 34.386 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.98M | 26.9M | 37% |
| Annual Yield % from dividends | 0.71 | 2.27 | 31% |
| Returns for 1 year | -40.60 | 34.85 | -116% |
| Returns for 3 years | -12.99 | -20.41 | 64% |
| Returns for 5 years | 42.60 | -84.02 | -51% |
| Returns for 10 years | -88.17 | -73.70 | 120% |
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