Interact to see
Advertisement
Advertisement
OEPIX vs UMPIX
OEPIX vs UMPIX Comparison
Open Charts OEPIX vs UMPIX
OEPIX vs UMPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. UMPIX commentary
Sep 12, 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: 37.9M vs. OEPIX (13.2M). OEPIX pays higher dividends than UMPIX: OEPIX (0.50) 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 : 110.52 vs. UMPIX (16.13). OEPIX return over 5 years is better than : 163.19 vs. UMPIX (26.80).
| 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 | 73.104 | 18.997 | 385% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 37.9M | 35% |
| Annual Yield % from dividends | 0.50 | 0.15 | 333% |
| Returns for 1 year | 110.52 | 16.13 | 685% |
| Returns for 3 years | 10.47 | 64.03 | 16% |
| Returns for 5 years | 163.19 | 26.80 | 609% |
| Returns for 10 years | -64.12 | 175.54 | -37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers