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UMPIX vs UOPSX
UMPIX vs UOPSX Comparison
Open Charts UMPIX vs UOPSX
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UMPIX vs UOPSX Comparison Chart
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UMPIX vs. UOPSX commentary
Sep 22, 2024
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 Buy and UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 959M vs. UMPIX (38.7M). UMPIX pays higher dividends than UOPSX: UMPIX (0.50) vs UOPSX (0.00). UMPIX was incepted earlier than UOPSX: UMPIX (25 years) vs UOPSX (27 years). UOPSX is a more actively managed with annual turnover of: 60.00 vs. UMPIX (22.00). UMPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 64.31 vs. UMPIX (45.34). UOPSX return over 5 years is better than : 130.58 vs. UMPIX (62.03).
| UMPIX | UOPSX | UMPIX / UOPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 19.698 | 28.615 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.7M | 959M | 4% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 45.34 | 64.31 | 71% |
| Returns for 3 years | 9.91 | -5.67 | -175% |
| Returns for 5 years | 62.03 | 130.58 | 48% |
| Returns for 10 years | 146.40 | 525.82 | 28% |
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