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OEPIX vs UMPIX
OEPIX vs UMPIX Comparison
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OEPIX vs UMPIX Comparison Chart in %
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OEPIX vs. UMPIX commentary
Jul 06, 2026
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: 43.1M vs. OEPIX (10.3M). OEPIX pays higher dividends than UMPIX: OEPIX (0.56) vs UMPIX (0.14). OEPIX was incepted earlier than UMPIX: OEPIX (20 years) vs UMPIX (26 years). OEPIX (1.74) is less costly to investors than UMPIX (1.56). OEPIX is a more actively managed with annual turnover of: 149.00 vs. UMPIX (70.00). OEPIX (15000) and UMPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 91.16 vs. UMPIX (35.62). OEPIX return over 5 years is better than : 56.92 vs. UMPIX (33.75).
| OEPIX | UMPIX | OEPIX / UMPIX | |
| Total Expense Ratio | 1.74 | 1.56 | 112% |
| Annual Report Gross Expense Ratio | 1.74 | 1.56 | 112% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 44.764 | 28.257 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 43.1M | 24% |
| Annual Yield % from dividends | 0.56 | 0.14 | 394% |
| Returns for 1 year | 91.16 | 35.62 | 256% |
| Returns for 3 years | 29.80 | 67.86 | 44% |
| Returns for 5 years | 56.92 | 33.75 | 169% |
| Returns for 10 years | -70.02 | 203.27 | -34% |
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