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UMPSX vs UOPIX
UMPSX vs UOPIX Comparison Chart
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UMPSX vs. UOPIX commentary
Jun 07, 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: 1.06B vs. UMPSX (31M). 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 : 13.48 vs. UMPSX (-5.12). UOPIX return over 5 years is better than : 121.35 vs. UMPSX (62.37).
| 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 | -11.219 | -1.545 | 726% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31M | 1.06B | 3% |
| Annual Yield % from dividends | 0.16 | 0.43 | 38% |
| Returns for 1 year | -5.12 | 13.48 | -38% |
| Returns for 3 years | 5.62 | 96.27 | 6% |
| Returns for 5 years | 62.37 | 121.35 | 51% |
| Returns for 10 years | 71.63 | 619.00 | 12% |
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