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UMPIX vs UOPIX
UMPIX vs UOPIX Comparison Chart
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UMPIX vs. UOPIX commentary
Apr 12, 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: 723M vs. UMPIX (25.1M). UMPIX pays higher dividends than UOPIX: UMPIX (1.11) vs UOPIX (0.50). UMPIX was incepted earlier than UOPIX: UMPIX (25 years) vs UOPIX (27 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 : -11.03 vs. UMPIX (-24.20). UOPIX return over 5 years is better than : 128.77 vs. UMPIX (96.21).
| 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 | 27 years | - |
| Gain YTD | -28.612 | -27.527 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1M | 723M | 3% |
| Annual Yield % from dividends | 1.11 | 0.50 | 220% |
| Returns for 1 year | -24.20 | -11.03 | 219% |
| Returns for 3 years | -16.21 | 16.90 | -96% |
| Returns for 5 years | 96.21 | 128.77 | 75% |
| Returns for 10 years | 52.63 | 434.97 | 12% |
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