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UMPIX vs UOPIX
UMPIX vs UOPIX Comparison Chart in %
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UMPIX vs. UOPIX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.19B vs. UMPIX (32.5M). UMPIX pays higher dividends than UOPIX: UMPIX (1.02) vs UOPIX (0.38). 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 : 11.40 vs. UMPIX (-8.18). UOPIX return over 5 years is better than : 113.03 vs. UMPIX (101.72).
| 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 | -4.991 | 10.215 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5M | 1.19B | 3% |
| Annual Yield % from dividends | 1.02 | 0.38 | 268% |
| Returns for 1 year | -8.18 | 11.40 | -72% |
| Returns for 3 years | 45.53 | 150.78 | 30% |
| Returns for 5 years | 101.72 | 113.03 | 90% |
| Returns for 10 years | 109.71 | 628.50 | 17% |
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