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OEPIX vs UMPIX
OEPIX vs UMPIX Comparison Chart
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OEPIX vs. UMPIX commentary
Nov 18, 2024
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 Sell and UMPIX is a StrongSell.
FUNDAMENTALS
Fundamentals
UMPIX has more cash in the bank: 44.2M vs. OEPIX (12.3M). UMPIX pays higher dividends than OEPIX: UMPIX (0.50) vs OEPIX (0.00). OEPIX was incepted earlier than UMPIX: OEPIX (18 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 : 51.29 vs. OEPIX (-7.47). UMPIX return over 5 years is better than : 59.84 vs. OEPIX (-24.68).
| OEPIX | UMPIX | OEPIX / UMPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -10.713 | 24.623 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 44.2M | 28% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | -7.47 | 51.29 | -15% |
| Returns for 3 years | 38.11 | -6.31 | -604% |
| Returns for 5 years | -24.68 | 59.84 | -41% |
| Returns for 10 years | -87.86 | 140.43 | -63% |
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