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OEPIX vs UMPIX
OEPIX vs UMPIX Comparison Chart
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OEPIX vs. UMPIX commentary
Jan 23, 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 Hold and UMPIX is a Hold.
FUNDAMENTALS
Fundamentals
UMPIX has more cash in the bank: 41.9M vs. OEPIX (13M). UMPIX pays higher dividends than OEPIX: UMPIX (0.50) vs OEPIX (0.00). OEPIX was incepted earlier than UMPIX: OEPIX (19 years) vs UMPIX (25 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. UMPIX (22.00). OEPIX (15000) and UMPIX (15000) have matching initial minimum investment requirements. UMPIX annual gain was more profitable for investors over the last year : 31.01 vs. OEPIX (6.43). UMPIX return over 5 years is better than : 57.79 vs. OEPIX (-18.70).
| OEPIX | UMPIX | OEPIX / UMPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 16.371 | 9.907 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 41.9M | 31% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 6.43 | 31.01 | 21% |
| Returns for 3 years | 46.22 | 28.49 | 162% |
| Returns for 5 years | -18.70 | 57.79 | -32% |
| Returns for 10 years | -82.69 | 159.67 | -52% |
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