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OEPIX vs UMPSX
OEPIX vs UMPSX Comparison
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OEPIX vs UMPSX Comparison Chart in %
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OEPIX vs. UMPSX commentary
Aug 16, 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 Buy and UMPSX is a Buy.
FUNDAMENTALS
Fundamentals
UMPSX has more cash in the bank: 46.8M vs. OEPIX (11.8M). OEPIX pays higher dividends than UMPSX: OEPIX (0.57) vs UMPSX (0.00). OEPIX was incepted earlier than UMPSX: OEPIX (20 years) vs UMPSX (27 years). UMPSX (2.56) is less costly to investors than OEPIX (1.74). OEPIX is a more actively managed with annual turnover of: 149.00 vs. UMPSX (70.00). OEPIX (15000) and UMPSX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 144.33 vs. UMPSX (41.32). OEPIX return over 5 years is better than : 165.48 vs. UMPSX (31.19).
| OEPIX | UMPSX | OEPIX / UMPSX | |
| Total Expense Ratio | 1.74 | 2.56 | 68% |
| Annual Report Gross Expense Ratio | 1.74 | 2.56 | 68% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 79.813 | 34.923 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 46.8M | 25% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 144.33 | 41.32 | 349% |
| Returns for 3 years | 29.62 | 73.71 | 40% |
| Returns for 5 years | 165.48 | 31.19 | 531% |
| Returns for 10 years | -64.18 | 163.02 | -39% |
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