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OEPIX vs UMPIX
OEPIX vs UMPIX Comparison Chart
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OEPIX vs. UMPIX commentary
Jun 07, 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 UMPIX is a Buy.
FUNDAMENTALS
Fundamentals
UMPIX has more cash in the bank: 31M vs. OEPIX (8.32M). UMPIX pays higher dividends than OEPIX: UMPIX (1.08) vs OEPIX (0.83). 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 : -4.39 vs. OEPIX (-43.63). UMPIX return over 5 years is better than : 73.37 vs. OEPIX (18.82).
| 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 | -32.950 | -10.567 | 312% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.32M | 31M | 27% |
| Annual Yield % from dividends | 0.83 | 1.08 | 77% |
| Returns for 1 year | -43.63 | -4.39 | 994% |
| Returns for 3 years | -47.97 | 11.96 | -401% |
| Returns for 5 years | 18.82 | 73.37 | 26% |
| Returns for 10 years | -90.75 | 95.02 | -96% |
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