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UMPIX vs UOPIX
UMPIX vs UOPIX Comparison Chart
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UMPIX vs. UOPIX commentary
Nov 18, 2024
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 UMPIX is a StrongSell and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.01B vs. UMPIX (44.2M). UMPIX pays higher dividends than UOPIX: UMPIX (0.50) vs UOPIX (0.00). UMPIX was incepted earlier than UOPIX: UMPIX (25 years) vs UOPIX (27 years). UOPIX is a more actively managed with annual turnover of: 60.00 vs. UMPIX (22.00). UMPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UMPIX (51.29) and UOPIX (51.10) have marching annual gain over last year. UOPIX return over 5 years is better than : 152.22 vs. UMPIX (59.84).
| UMPIX | UOPIX | UMPIX / UOPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 24.623 | 34.981 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2M | 1.01B | 4% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 51.29 | 51.10 | 100% |
| Returns for 3 years | -6.31 | 1.34 | -470% |
| Returns for 5 years | 59.84 | 152.22 | 39% |
| Returns for 10 years | 140.43 | 647.11 | 22% |
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