Ad is loading...
BMPIX vs UOPIX
BMPIX vs UOPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMPIX vs. UOPIX commentary
Jan 19, 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 BMPIX is a Buy and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.07B vs. BMPIX (4.42M). BMPIX pays higher dividends than UOPIX: BMPIX (0.85) vs UOPIX (0.00). BMPIX was incepted earlier than UOPIX: BMPIX (23 years) vs UOPIX (27 years). BMPIX is a more actively managed with annual turnover of: 188.00 vs. UOPIX (60.00). BMPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 44.99 vs. BMPIX (8.32). UOPIX return over 5 years is better than : 140.20 vs. BMPIX (64.06).
| BMPIX | UOPIX | BMPIX / UOPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 7.419 | 3.632 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.42M | 1.07B | 0% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 8.32 | 44.99 | 18% |
| Returns for 3 years | 1.64 | 36.68 | 4% |
| Returns for 5 years | 64.06 | 140.20 | 46% |
| Returns for 10 years | 108.31 | 746.65 | 15% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RMBLX | 51.05 | 0.44 | +0.87% |
| RMB Mendon Financial Services I | |||
| OEGCX | 20.30 | 0.14 | +0.69% |
| Invesco Discovery Mid Cap Growth C | |||
| GBCAX | 17.31 | 0.11 | +0.64% |
| Gabelli Dividend Growth A | |||
| HRCVX | 20.77 | 0.12 | +0.58% |
| Carillon Eagle Growth & Income A | |||
| MCCPX | 20.87 | N/A | N/A |
| BlackRock Sustainable Balanced Inv C | |||