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UMPIX vs UOPIX
UMPIX vs UOPIX Comparison Chart
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UMPIX vs. UOPIX commentary
Jan 31, 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: 1.04B vs. UMPIX (40.8M). 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. UOPIX annual gain was more profitable for investors over the last year : 41.89 vs. UMPIX (30.01). UOPIX return over 5 years is better than : 148.93 vs. UMPIX (62.14).
| 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 | 6.595 | 2.951 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 1.04B | 4% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 30.01 | 41.89 | 72% |
| Returns for 3 years | 21.01 | 41.71 | 50% |
| Returns for 5 years | 62.14 | 148.93 | 42% |
| Returns for 10 years | 155.00 | 736.14 | 21% |
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