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UMPIX vs UOPSX
UMPIX vs UOPSX Comparison Chart in %
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UMPIX vs. UOPSX commentary
Jun 20, 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 Buy and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.07B vs. UMPIX (30.9M). UMPIX pays higher dividends than UOPSX: UMPIX (1.08) 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 : 4.18 vs. UMPIX (-3.03). UMPIX return over 5 years is better than : 99.63 vs. UOPSX (86.74).
| 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 | -10.746 | -0.660 | 1,629% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 1.07B | 3% |
| Annual Yield % from dividends | 1.08 | 0.00 | 27,503% |
| Returns for 1 year | -3.03 | 4.18 | -72% |
| Returns for 3 years | 46.56 | 142.31 | 33% |
| Returns for 5 years | 99.63 | 86.74 | 115% |
| Returns for 10 years | 88.54 | 460.82 | 19% |
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