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UMPSX vs UOPIX
UMPSX vs UOPIX Comparison Chart
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UMPSX vs. UOPIX commentary
Apr 11, 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 Buy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 639M vs. UMPSX (23.4M). UOPIX pays higher dividends than UMPSX: UOPIX (0.50) vs UMPSX (0.17). UMPSX was incepted earlier than UOPIX: UMPSX (25 years) vs UOPIX (27 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 : -20.49 vs. UMPSX (-33.88). UOPIX return over 5 years is better than : 101.57 vs. UMPSX (69.18).
| 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 | 27 years | - |
| Gain YTD | -34.666 | -36.145 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4M | 639M | 4% |
| Annual Yield % from dividends | 0.17 | 0.50 | 33% |
| Returns for 1 year | -33.88 | -20.49 | 165% |
| Returns for 3 years | -26.27 | -2.60 | 1,012% |
| Returns for 5 years | 69.18 | 101.57 | 68% |
| Returns for 10 years | 22.44 | 366.08 | 6% |
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