Interact to see
Advertisement
Advertisement
OEPIX vs UTPSX
OEPIX vs UTPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. UTPSX commentary
Jul 27, 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 UTPSX is a Buy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 11.2M vs. UTPSX (10.1M). OEPIX pays higher dividends than UTPSX: OEPIX (0.76) 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 : 29.05 vs. OEPIX (-44.75). OEPIX return over 5 years is better than : 70.40 vs. UTPSX (58.12).
| 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 | -23.475 | 16.654 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2M | 10.1M | 111% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | -44.75 | 29.05 | -154% |
| Returns for 3 years | -1.71 | 23.70 | -7% |
| Returns for 5 years | 70.40 | 58.12 | 121% |
| Returns for 10 years | -87.62 | 156.86 | -56% |