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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
Jun 14, 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 StrongBuy and UMPIX is a Hold.
FUNDAMENTALS
Fundamentals
UMPIX has more cash in the bank: 40.4M vs. OEPIX (16.1M). OEPIX pays higher dividends than UMPIX: OEPIX (0.50) vs UMPIX (0.15). 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 : 131.44 vs. UMPIX (43.64). OEPIX return over 5 years is better than : 81.97 vs. UMPIX (27.56).
| 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 | 78.878 | 26.286 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1M | 40.4M | 40% |
| Annual Yield % from dividends | 0.50 | 0.15 | 331% |
| Returns for 1 year | 131.44 | 43.64 | 301% |
| Returns for 3 years | 74.32 | 71.02 | 105% |
| Returns for 5 years | 81.97 | 27.56 | 297% |
| Returns for 10 years | -61.25 | 206.57 | -30% |
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