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OEPIX vs UGPSX
OEPIX vs UGPSX Comparison Chart in %
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OEPIX vs. UGPSX commentary
Sep 08, 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 UGPSX is a Buy.
FUNDAMENTALS
Fundamentals
UGPSX has more cash in the bank: 29.3M vs. OEPIX (10.1M). UGPSX pays higher dividends than OEPIX: UGPSX (1.36) vs OEPIX (0.66). OEPIX was incepted earlier than UGPSX: OEPIX (19 years) vs UGPSX (18 years). UGPSX (2.80) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. UGPSX (159.00). OEPIX (15000) and UGPSX (15000) have matching initial minimum investment requirements. UGPSX annual gain was more profitable for investors over the last year : 72.89 vs. OEPIX (-25.58). OEPIX return over 5 years is better than : 81.10 vs. UGPSX (-84.63).
| OEPIX | UGPSX | OEPIX / UGPSX | |
| Total Expense Ratio | 1.72 | 2.80 | 61% |
| Annual Report Gross Expense Ratio | 1.72 | 2.80 | 61% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | -21.817 | 49.147 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 29.3M | 34% |
| Annual Yield % from dividends | 0.66 | 1.36 | 49% |
| Returns for 1 year | -25.58 | 72.89 | -35% |
| Returns for 3 years | -8.27 | -8.12 | 102% |
| Returns for 5 years | 81.10 | -84.63 | -96% |
| Returns for 10 years | -85.74 | -66.40 | 129% |
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