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OEPIX vs UMPSX
OEPIX vs UMPSX Comparison Chart
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OEPIX vs. UMPSX commentary
Feb 23, 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 Hold and UMPSX is a Hold.
FUNDAMENTALS
Fundamentals
UMPSX has more cash in the bank: 35.3M vs. OEPIX (10.7M). UMPSX pays higher dividends than OEPIX: UMPSX (0.46) vs OEPIX (0.00). OEPIX was incepted earlier than UMPSX: OEPIX (19 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 : 8.65 vs. OEPIX (-17.84). UMPSX return over 5 years is better than : 29.76 vs. OEPIX (-25.36).
| OEPIX | UMPSX | OEPIX / UMPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -4.594 | -2.329 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 35.3M | 30% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -17.84 | 8.65 | -206% |
| Returns for 3 years | 5.96 | 11.27 | 53% |
| Returns for 5 years | -25.36 | 29.76 | -85% |
| Returns for 10 years | -86.70 | 86.87 | -100% |
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