Interact to see
Advertisement
Advertisement
OEPIX vs UTPSX
OEPIX vs UTPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. UTPSX commentary
Jun 15, 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 UTPSX is a Buy.
FUNDAMENTALS
Fundamentals
UTPSX has more cash in the bank: 13.7M vs. OEPIX (12M). OEPIX pays higher dividends than UTPSX: OEPIX (0.83) vs UTPSX (0.00). OEPIX was incepted earlier than UTPSX: OEPIX (19 years) vs UTPSX (25 years). UTPSX (2.84) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. UTPSX (35.00). OEPIX (15000) and UTPSX (15000) have matching initial minimum investment requirements. UTPSX annual gain was more profitable for investors over the last year : 19.99 vs. OEPIX (-36.51). OEPIX return over 5 years is better than : 73.01 vs. UTPSX (54.52).
| OEPIX | UTPSX | OEPIX / UTPSX | |
| Total Expense Ratio | 1.72 | 2.78 | 62% |
| Annual Report Gross Expense Ratio | 1.72 | 2.84 | 61% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -22.623 | 8.966 | -252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12M | 13.7M | 88% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | -36.51 | 19.99 | -183% |
| Returns for 3 years | -26.71 | 27.83 | -96% |
| Returns for 5 years | 73.01 | 54.52 | 134% |
| Returns for 10 years | -89.22 | 144.43 | -62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers