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UMPSX vs UOPIX
UMPSX vs UOPIX Comparison Chart in %
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UMPSX vs. UOPIX commentary
Jun 28, 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 StrongBuy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.13B vs. UMPSX (32.1M). UOPIX pays higher dividends than UMPSX: UOPIX (0.43) vs UMPSX (0.16). UMPSX was incepted earlier than UOPIX: UMPSX (25 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 : 12.14 vs. UMPSX (-0.94). UOPIX return over 5 years is better than : 135.06 vs. UMPSX (106.44).
| UMPSX | UOPIX | UMPSX / UOPIX | |
| Total Expense Ratio | 2.60 | 1.53 | 170% |
| Annual Report Gross Expense Ratio | 2.60 | 1.53 | 170% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -9.530 | 4.488 | -212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1M | 1.13B | 3% |
| Annual Yield % from dividends | 0.16 | 0.43 | 38% |
| Returns for 1 year | -0.94 | 12.14 | -8% |
| Returns for 3 years | 30.49 | 135.70 | 22% |
| Returns for 5 years | 106.44 | 135.06 | 79% |
| Returns for 10 years | 78.02 | 680.74 | 11% |
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