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UMPSX vs UOPIX
UMPSX vs UOPIX Comparison Chart in %
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UMPSX vs. UOPIX commentary
Aug 27, 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 UMPSX is a Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.14B vs. UMPSX (32.9M). UMPSX pays higher dividends than UOPIX: UMPSX (0.15) vs UOPIX (0.00). UMPSX was incepted earlier than UOPIX: UMPSX (26 years) vs UOPIX (28 years). UMPSX (2.60) is less costly to investors than UOPIX (1.53). UMPSX is a more actively managed with annual turnover of: 63.00 vs. UOPIX (22.00). UMPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 28.66 vs. UMPSX (-0.57). UMPSX (81.27) and UOPIX (77.41) have equivalent 5 years return.
| UMPSX | UOPIX | UMPSX / UOPIX | |
| Total Expense Ratio | 2.60 | 1.53 | 170% |
| Annual Report Gross Expense Ratio | 2.60 | 1.53 | 170% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 0.194 | 14.606 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 1.14B | 3% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | -0.57 | 28.66 | -2% |
| Returns for 3 years | 28.19 | 138.90 | 20% |
| Returns for 5 years | 81.27 | 77.41 | 105% |
| Returns for 10 years | 119.43 | 784.49 | 15% |
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