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UMPIX vs UOPSX
UMPIX vs UOPSX Comparison Chart in %
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UMPIX vs. UOPSX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.19B vs. UMPIX (32.5M). UMPIX pays higher dividends than UOPSX: UMPIX (1.02) vs UOPSX (0.00). UMPIX was incepted earlier than UOPSX: UMPIX (25 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 : 10.30 vs. UMPIX (-8.18). UMPIX return over 5 years is better than : 101.72 vs. UOPSX (83.22).
| UMPIX | UOPSX | UMPIX / UOPSX | |
| Total Expense Ratio | 1.60 | 2.53 | 63% |
| Annual Report Gross Expense Ratio | 1.60 | 2.53 | 63% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -4.991 | 9.618 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5M | 1.19B | 3% |
| Annual Yield % from dividends | 1.02 | 0.00 | 28,897% |
| Returns for 1 year | -8.18 | 10.30 | -79% |
| Returns for 3 years | 45.53 | 137.99 | 33% |
| Returns for 5 years | 101.72 | 83.22 | 122% |
| Returns for 10 years | 109.71 | 482.14 | 23% |
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