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OEPSX vs UOPIX
OEPSX vs UOPIX Comparison Chart in %
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OEPSX vs. UOPIX commentary
Dec 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 OEPSX is a Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.68B vs. OEPSX (11.6M). UOPIX pays higher dividends than OEPSX: UOPIX (0.35) vs OEPSX (0.00). OEPSX was incepted earlier than UOPIX: OEPSX (20 years) vs UOPIX (28 years). OEPSX (2.74) is less costly to investors than UOPIX (1.45). OEPSX is a more actively managed with annual turnover of: 149.00 vs. UOPIX (52.00). OEPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 5.59 vs. OEPSX (-0.15). UOPIX return over 5 years is better than : 75.42 vs. OEPSX (61.50).
| OEPSX | UOPIX | OEPSX / UOPIX | |
| Total Expense Ratio | 2.74 | 1.45 | 189% |
| Annual Report Gross Expense Ratio | 2.74 | 1.45 | 189% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | -4.602 | 13.479 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 1.68B | 1% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | -0.15 | 5.59 | -3% |
| Returns for 3 years | -23.19 | 254.37 | -9% |
| Returns for 5 years | 61.50 | 75.42 | 82% |
| Returns for 10 years | -77.71 | 655.14 | -12% |
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