Ad is loading...
UMPIX vs UOPSX
UMPIX vs UOPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UMPIX vs. UOPSX commentary
Jan 31, 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 Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.04B vs. UMPIX (40.8M). 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 : 40.46 vs. UMPIX (30.01). UOPSX return over 5 years is better than : 114.08 vs. UMPIX (62.14).
| 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 | 6.595 | 2.855 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 1.04B | 4% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 30.01 | 40.46 | 74% |
| Returns for 3 years | 21.01 | 34.45 | 61% |
| Returns for 5 years | 62.14 | 114.08 | 54% |
| Returns for 10 years | 155.00 | 568.17 | 27% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| USAI | 41.99 | 0.67 | +1.62% |
| Pacer American Energy Independence ETF | |||
| ISVL | 35.52 | 0.43 | +1.22% |
| iShares Intl Dev Sm Cp Val Fctr ETF | |||
| GBTC | 83.18 | 0.60 | +0.73% |
| Grayscale Bitcoin Trust ETF | |||
| BNDW | 68.48 | 0.13 | +0.19% |
| Vanguard Total World Bond ETF | |||
| HYMU | 22.85 | 0.04 | +0.18% |
| iShares High Yield Muni Income Act ETF | |||