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OEPIX vs UMPSX
OEPIX vs UMPSX Comparison Chart
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OEPIX vs. UMPSX commentary
Nov 18, 2024
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 Sell and UMPSX is a StrongSell.
FUNDAMENTALS
Fundamentals
UMPSX has more cash in the bank: 44.2M vs. OEPIX (12.3M). UMPSX pays higher dividends than OEPIX: UMPSX (0.46) vs OEPIX (0.00). OEPIX was incepted earlier than UMPSX: OEPIX (18 years) vs UMPSX (25 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. UMPSX (22.00). OEPIX (15000) and UMPSX (15000) have matching initial minimum investment requirements. UMPSX annual gain was more profitable for investors over the last year : 49.87 vs. OEPIX (-7.47). UMPSX return over 5 years is better than : 49.67 vs. OEPIX (-24.68).
| OEPIX | UMPSX | OEPIX / UMPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -10.713 | 23.594 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 44.2M | 28% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -7.47 | 49.87 | -15% |
| Returns for 3 years | 38.11 | -10.16 | -375% |
| Returns for 5 years | -24.68 | 49.67 | -50% |
| Returns for 10 years | -87.86 | 109.20 | -80% |
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