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UMPIX vs UOPSX
UMPIX vs UOPSX Comparison Chart in %
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UMPIX vs. UOPSX commentary
Aug 08, 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 UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.2B vs. UMPIX (31.1M). UMPIX pays higher dividends than UOPSX: UMPIX (0.99) vs UOPSX (0.00). UMPIX was incepted earlier than UOPSX: UMPIX (26 years) vs UOPSX (28 years). UOPSX (2.53) is less costly to investors than UMPIX (1.60). UMPIX is a more actively managed with annual turnover of: 63.00 vs. UOPSX (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 : 43.02 vs. UMPIX (7.73). UMPIX return over 5 years is better than : 82.58 vs. UOPSX (69.18).
| UMPIX | UOPSX | UMPIX / UOPSX | |
| Total Expense Ratio | 1.60 | 2.53 | 63% |
| Annual Report Gross Expense Ratio | 1.60 | 2.53 | 63% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | -4.332 | 10.392 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.1M | 1.2B | 3% |
| Annual Yield % from dividends | 0.99 | 0.00 | - |
| Returns for 1 year | 7.73 | 43.02 | 18% |
| Returns for 3 years | 24.45 | 98.81 | 25% |
| Returns for 5 years | 82.58 | 69.18 | 119% |
| Returns for 10 years | 116.76 | 523.43 | 22% |
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