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UMPIX vs UOPSX
UMPIX vs UOPSX Comparison Chart
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UMPIX vs. UOPSX commentary
Apr 12, 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: 723M vs. UMPIX (25.1M). UMPIX pays higher dividends than UOPSX: UMPIX (1.11) vs UOPSX (0.00). UMPIX was incepted earlier than UOPSX: UMPIX (25 years) vs UOPSX (27 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 : -11.92 vs. UMPIX (-24.20). UOPSX (96.72) and UMPIX (96.21) have equivalent 5 years return.
| 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 | 27 years | - |
| Gain YTD | -28.612 | -27.738 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1M | 723M | 3% |
| Annual Yield % from dividends | 1.11 | 0.00 | 23,914% |
| Returns for 1 year | -24.20 | -11.92 | 203% |
| Returns for 3 years | -16.21 | 10.93 | -148% |
| Returns for 5 years | 96.21 | 96.72 | 99% |
| Returns for 10 years | 52.63 | 327.45 | 16% |
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