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UMPSX vs UOPIX
UMPSX vs UOPIX Comparison Chart in %
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UMPSX vs. UOPIX commentary
Jul 19, 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: 1.17B vs. UMPSX (32.8M). UOPIX pays higher dividends than UMPSX: UOPIX (0.38) vs UMPSX (0.15). 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 : 18.58 vs. UMPSX (-5.60). UOPIX return over 5 years is better than : 113.42 vs. UMPSX (91.23).
| 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 | -4.658 | 10.416 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8M | 1.17B | 3% |
| Annual Yield % from dividends | 0.15 | 0.38 | 41% |
| Returns for 1 year | -5.60 | 18.58 | -30% |
| Returns for 3 years | 43.09 | 155.79 | 28% |
| Returns for 5 years | 91.23 | 113.42 | 80% |
| Returns for 10 years | 86.00 | 624.28 | 14% |
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