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OEPIX vs UMPIX
OEPIX vs UMPIX Comparison Chart in %
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OEPIX vs. UMPIX commentary
Jul 16, 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 Buy.
FUNDAMENTALS
Fundamentals
UMPIX has more cash in the bank: 34M vs. OEPIX (10.3M). UMPIX pays higher dividends than OEPIX: UMPIX (1.02) vs OEPIX (0.76). 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 : 0.51 vs. OEPIX (-46.19). UMPIX return over 5 years is better than : 107.99 vs. OEPIX (82.77).
| 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 | -25.777 | -2.038 | 1,265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 34M | 30% |
| Annual Yield % from dividends | 0.76 | 1.02 | 75% |
| Returns for 1 year | -46.19 | 0.51 | -8,981% |
| Returns for 3 years | 4.96 | 50.05 | 10% |
| Returns for 5 years | 82.77 | 107.99 | 77% |
| Returns for 10 years | -88.41 | 116.23 | -76% |
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