Ad is loading...
OEPIX vs UMPIX
OEPIX vs UMPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. UMPIX commentary
May 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 Buy and UMPIX is a Buy.
FUNDAMENTALS
Fundamentals
UMPIX has more cash in the bank: 29.5M vs. OEPIX (7.82M). UMPIX pays higher dividends than OEPIX: UMPIX (1.19) vs OEPIX (0.88). OEPIX was incepted earlier than UMPIX: OEPIX (19 years) vs UMPIX (25 years). OEPIX (1.72) is less costly to investors than UMPIX (1.60). OEPIX is a more actively managed with annual turnover of: 217.00 vs. UMPIX (63.00). OEPIX (15000) and UMPIX (15000) have matching initial minimum investment requirements. UMPIX annual gain was more profitable for investors over the last year : -11.55 vs. OEPIX (-52.18). UMPIX return over 5 years is better than : 124.35 vs. OEPIX (90.49).
| OEPIX | UMPIX | OEPIX / UMPIX | |
| Total Expense Ratio | 1.72 | 1.60 | 108% |
| Annual Report Gross Expense Ratio | 1.72 | 1.60 | 108% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -37.889 | -15.857 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.82M | 29.5M | 27% |
| Annual Yield % from dividends | 0.88 | 1.19 | 74% |
| Returns for 1 year | -52.18 | -11.55 | 452% |
| Returns for 3 years | -45.25 | 9.40 | -482% |
| Returns for 5 years | 90.49 | 124.35 | 73% |
| Returns for 10 years | -92.10 | 83.03 | -111% |
View a ticker or compare two or three
VS
VS
Ad is loading...