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UMPIX vs UOPSX
UMPIX vs UOPSX Comparison
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UMPIX vs UOPSX Comparison Chart in %
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UMPIX vs. UOPSX commentary
Aug 23, 2026
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 StrongBuy and UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.45B vs. UMPIX (41.7M). UMPIX pays higher dividends than UOPSX: UMPIX (0.15) vs UOPSX (0.00). UMPIX was incepted earlier than UOPSX: UMPIX (27 years) vs UOPSX (29 years). UOPSX (2.45) is less costly to investors than UMPIX (1.56). UMPIX is a more actively managed with annual turnover of: 70.00 vs. UOPSX (52.00). UMPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UMPIX annual gain was more profitable for investors over the last year : 37.63 vs. UOPSX (13.03). UMPIX return over 5 years is better than : 38.52 vs. UOPSX (27.91).
| UMPIX | UOPSX | UMPIX / UOPSX | |
| Total Expense Ratio | 1.56 | 2.45 | 64% |
| Annual Report Gross Expense Ratio | 1.56 | 2.45 | 64% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | 29.083 | 25.928 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.7M | 1.45B | 3% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | 37.63 | 13.03 | 289% |
| Returns for 3 years | 78.66 | 117.04 | 67% |
| Returns for 5 years | 38.52 | 27.91 | 138% |
| Returns for 10 years | 178.50 | 557.18 | 32% |
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