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UMPIX vs UOPSX
UMPIX vs UOPSX Comparison Chart
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UMPIX vs. UOPSX commentary
Mar 04, 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: 1.01B vs. UMPIX (35.9M). 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 : 20.54 vs. UMPIX (6.65). UOPSX return over 5 years is better than : 130.20 vs. UMPIX (82.03).
| 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 | -2.713 | -2.880 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.9M | 1.01B | 4% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 6.65 | 20.54 | 32% |
| Returns for 3 years | 13.02 | 45.57 | 29% |
| Returns for 5 years | 82.03 | 130.20 | 63% |
| Returns for 10 years | 113.82 | 456.18 | 25% |
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