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UMPIX vs UOPIX
UMPIX vs UOPIX Comparison Chart in %
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UMPIX vs. UOPIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.43B vs. UMPIX (29.3M). UMPIX pays higher dividends than UOPIX: UMPIX (0.95) vs UOPIX (0.34). 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: 70.00 vs. UOPIX (52.00). UMPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 27.81 vs. UMPIX (-11.83). UOPIX return over 5 years is better than : 94.22 vs. UMPIX (48.10).
| 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 | -5.591 | 23.385 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3M | 1.43B | 2% |
| Annual Yield % from dividends | 0.95 | 0.34 | 279% |
| Returns for 1 year | -11.83 | 27.81 | -43% |
| Returns for 3 years | 25.54 | 210.06 | 12% |
| Returns for 5 years | 48.10 | 94.22 | 51% |
| Returns for 10 years | 128.21 | 718.85 | 18% |
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