Ad is loading...
Ad is loading...
UMPSX vs UOPIX
UMPSX vs UOPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UMPSX vs. UOPIX commentary
Nov 18, 2024
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 StrongSell and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.01B vs. UMPSX (44.2M). UMPSX pays higher dividends than UOPIX: UMPSX (0.46) vs UOPIX (0.00). UMPSX was incepted earlier than UOPIX: UMPSX (25 years) vs UOPIX (27 years). UOPIX is a more actively managed with annual turnover of: 60.00 vs. UMPSX (22.00). UMPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX (51.10) and UMPSX (49.87) have marching annual gain over last year. UOPIX return over 5 years is better than : 152.22 vs. UMPSX (49.67).
| UMPSX | UOPIX | UMPSX / UOPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 23.594 | 34.981 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2M | 1.01B | 4% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 49.87 | 51.10 | 98% |
| Returns for 3 years | -10.16 | 1.34 | -757% |
| Returns for 5 years | 49.67 | 152.22 | 33% |
| Returns for 10 years | 109.20 | 647.11 | 17% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GIRMX | 23.41 | -0.07 | -0.30% |
| Goldman Sachs Emerging Markets Eq Inv | |||
| AEDFX | 11.66 | -0.04 | -0.34% |
| Water Island Event-Driven Fund R | |||
| PTMCX | 19.61 | -0.28 | -1.41% |
| PGIM Quant Solutions Large-Cap Cor Eq C | |||
| SMAYX | 39.91 | -0.65 | -1.60% |
| SEI Small Cap Growth Y (SIMT) | |||
| JRAAX | 85.20 | -2.19 | -2.51% |
| Janus Henderson Research A | |||