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UMPIX vs UOPIX
UMPIX vs UOPIX Comparison Chart in %
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UMPIX vs. UOPIX commentary
Sep 05, 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 Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.18B vs. UMPIX (33.3M). UMPIX pays higher dividends than UOPIX: UMPIX (0.93) vs UOPIX (0.00). UMPIX was incepted earlier than UOPIX: UMPIX (26 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 : 36.96 vs. UMPIX (6.43). UMPIX return over 5 years is better than : 101.29 vs. UOPIX (87.09).
| UMPIX | UOPIX | UMPIX / UOPIX | |
| Total Expense Ratio | 1.60 | 1.53 | 105% |
| Annual Report Gross Expense Ratio | 1.60 | 1.53 | 105% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 0.929 | 14.301 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 1.18B | 3% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | 6.43 | 36.96 | 17% |
| Returns for 3 years | 44.35 | 158.90 | 28% |
| Returns for 5 years | 101.29 | 87.09 | 116% |
| Returns for 10 years | 164.78 | 845.91 | 19% |
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