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OEPIX vs UMPSX
OEPIX vs UMPSX Comparison Chart
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OEPIX vs. UMPSX commentary
Apr 11, 2025
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 UMPSX is a Buy.
FUNDAMENTALS
Fundamentals
UMPSX has more cash in the bank: 27.3M vs. OEPIX (7.17M). OEPIX pays higher dividends than UMPSX: OEPIX (0.62) vs UMPSX (0.17). OEPIX was incepted earlier than UMPSX: OEPIX (19 years) vs UMPSX (25 years). UMPSX (2.60) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. UMPSX (63.00). OEPIX (15000) and UMPSX (15000) have matching initial minimum investment requirements. UMPSX annual gain was more profitable for investors over the last year : -33.88 vs. OEPIX (-62.07). UMPSX return over 5 years is better than : 69.18 vs. OEPIX (65.71).
| OEPIX | UMPSX | OEPIX / UMPSX | |
| Total Expense Ratio | 1.72 | 2.60 | 66% |
| Annual Report Gross Expense Ratio | 1.72 | 2.60 | 66% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -46.650 | -34.666 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.17M | 27.3M | 26% |
| Annual Yield % from dividends | 0.62 | 0.17 | 367% |
| Returns for 1 year | -62.07 | -33.88 | 183% |
| Returns for 3 years | -56.30 | -26.27 | 214% |
| Returns for 5 years | 65.71 | 69.18 | 95% |
| Returns for 10 years | -92.93 | 22.44 | -414% |
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