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OEPIX vs UMPIX
OEPIX vs UMPIX Comparison Chart
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OEPIX vs. UMPIX commentary
Apr 11, 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: 27.3M vs. OEPIX (7.17M). UMPIX pays higher dividends than OEPIX: UMPIX (1.11) vs OEPIX (0.62). 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 : -33.17 vs. OEPIX (-62.07). UMPIX return over 5 years is better than : 80.10 vs. OEPIX (65.71).
| 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 | -46.650 | -34.472 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.17M | 27.3M | 26% |
| Annual Yield % from dividends | 0.62 | 1.11 | 55% |
| Returns for 1 year | -62.07 | -33.17 | 187% |
| Returns for 3 years | -56.30 | -23.98 | 235% |
| Returns for 5 years | 65.71 | 80.10 | 82% |
| Returns for 10 years | -92.93 | 39.40 | -236% |
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