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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
Sep 21, 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: 37.5M vs. OEPIX (12.4M). OEPIX pays higher dividends than UMPSX: OEPIX (0.50) 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 : 94.08 vs. UMPSX (13.57). OEPIX return over 5 years is better than : 136.67 vs. UMPSX (17.63).
| 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 | 61.070 | 15.976 | 382% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4M | 37.5M | 33% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 94.08 | 13.57 | 693% |
| Returns for 3 years | 8.35 | 58.61 | 14% |
| Returns for 5 years | 136.67 | 17.63 | 775% |
| Returns for 10 years | -66.09 | 135.05 | -49% |
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