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OEPIX vs UMPSX
OEPIX vs UMPSX Comparison
Open Charts OEPIX vs UMPSX
OEPIX vs UMPSX Comparison Chart in %
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OEPIX vs. UMPSX commentary
Jul 22, 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 Hold and UMPSX is a Hold.
FUNDAMENTALS
Fundamentals
UMPSX has more cash in the bank: 42.2M vs. OEPIX (12.3M). OEPIX pays higher dividends than UMPSX: OEPIX (0.56) vs UMPSX (0.00). OEPIX was incepted earlier than UMPSX: OEPIX (20 years) vs UMPSX (26 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 : 119.71 vs. UMPSX (32.20). OEPIX return over 5 years is better than : 114.98 vs. UMPSX (27.03).
| 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 | 26 years | - |
| Gain YTD | 53.733 | 25.364 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 42.2M | 29% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 119.71 | 32.20 | 372% |
| Returns for 3 years | 14.59 | 51.71 | 28% |
| Returns for 5 years | 114.98 | 27.03 | 425% |
| Returns for 10 years | -68.53 | 144.63 | -47% |
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