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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
Aug 23, 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 Buy and UMPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UMPIX has more cash in the bank: 41.7M vs. OEPIX (10.7M). OEPIX pays higher dividends than UMPIX: OEPIX (0.57) vs UMPIX (0.15). OEPIX was incepted earlier than UMPIX: OEPIX (20 years) vs UMPIX (27 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 : 134.17 vs. UMPIX (37.63). OEPIX return over 5 years is better than : 192.27 vs. UMPIX (38.52).
| 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 | 27 years | - |
| Gain YTD | 72.583 | 29.083 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 41.7M | 26% |
| Annual Yield % from dividends | 0.57 | 0.15 | 380% |
| Returns for 1 year | 134.17 | 37.63 | 357% |
| Returns for 3 years | 26.91 | 78.66 | 34% |
| Returns for 5 years | 192.27 | 38.52 | 499% |
| Returns for 10 years | -66.08 | 178.50 | -37% |
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