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OEPIX vs UGPSX
OEPIX vs UGPSX Comparison Chart in %
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OEPIX vs. UGPSX 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 UGPSX is a Buy.
FUNDAMENTALS
Fundamentals
UGPSX has more cash in the bank: 26.9M vs. OEPIX (9.98M). UGPSX pays higher dividends than OEPIX: UGPSX (1.54) vs OEPIX (0.71). 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 : 33.63 vs. OEPIX (-40.60). OEPIX return over 5 years is better than : 42.60 vs. UGPSX (-84.81).
| 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 | -29.116 | 33.549 | -87% |
| 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 | 1.54 | 46% |
| Returns for 1 year | -40.60 | 33.63 | -121% |
| Returns for 3 years | -12.99 | -22.82 | 57% |
| Returns for 5 years | 42.60 | -84.81 | -50% |
| Returns for 10 years | -88.17 | -76.20 | 116% |
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