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UMPIX vs UOPIX
UMPIX vs UOPIX Comparison Chart
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UMPIX vs. UOPIX commentary
Jun 07, 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 UMPIX is a Buy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.08B vs. UMPIX (31.4M). UMPIX pays higher dividends than UOPIX: UMPIX (1.08) vs UOPIX (0.43). UMPIX was incepted earlier than UOPIX: UMPIX (25 years) vs UOPIX (28 years). UMPIX (1.60) and UOPIX (1.53) have similar cost to investors . UMPIX is a more actively managed with annual turnover of: 63.00 vs. UOPIX (22.00). UMPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 15.16 vs. UMPIX (-4.39). UOPIX return over 5 years is better than : 124.97 vs. UMPIX (73.37).
| UMPIX | UOPIX | UMPIX / UOPIX | |
| Total Expense Ratio | 1.60 | 1.53 | 105% |
| Annual Report Gross Expense Ratio | 1.60 | 1.53 | 105% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -10.567 | 0.061 | -17,290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4M | 1.08B | 3% |
| Annual Yield % from dividends | 1.08 | 0.43 | 254% |
| Returns for 1 year | -4.39 | 15.16 | -29% |
| Returns for 3 years | 11.96 | 102.99 | 12% |
| Returns for 5 years | 73.37 | 124.97 | 59% |
| Returns for 10 years | 95.02 | 629.04 | 15% |
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