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UMPIX vs UOPIX
UMPIX vs UOPIX Comparison
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UMPIX vs UOPIX Comparison Chart in %
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UMPIX vs. UOPIX commentary
Jul 26, 2026
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 StrongBuy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.32B vs. UMPIX (42.7M). UOPIX pays higher dividends than UMPIX: UOPIX (0.27) vs UMPIX (0.14). UMPIX was incepted earlier than UOPIX: UMPIX (26 years) vs UOPIX (29 years). UMPIX (1.56) is less costly to investors than UOPIX (1.45). 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. UMPIX annual gain was more profitable for investors over the last year : 32.67 vs. UOPIX (14.11). UOPIX return over 5 years is better than : 45.87 vs. UMPIX (36.04).
| UMPIX | UOPIX | UMPIX / UOPIX | |
| Total Expense Ratio | 1.56 | 1.45 | 108% |
| Annual Report Gross Expense Ratio | 1.56 | 1.45 | 108% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 26.503 | 17.600 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7M | 1.32B | 3% |
| Annual Yield % from dividends | 0.14 | 0.27 | 51% |
| Returns for 1 year | 32.67 | 14.11 | 232% |
| Returns for 3 years | 56.16 | 106.48 | 53% |
| Returns for 5 years | 36.04 | 45.87 | 79% |
| Returns for 10 years | 178.75 | 786.14 | 23% |
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