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UMPSX vs UOPIX
UMPSX vs UOPIX Comparison Chart in %
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UMPSX vs. UOPIX commentary
Sep 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.24B vs. UMPSX (34.5M). UMPSX pays higher dividends than UOPIX: UMPSX (0.14) vs UOPIX (0.00). UMPSX was incepted earlier than UOPIX: UMPSX (26 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 : 36.97 vs. UMPSX (4.72). UOPIX return over 5 years is better than : 117.62 vs. UMPSX (96.43).
| UMPSX | UOPIX | UMPSX / UOPIX | |
| Total Expense Ratio | 2.60 | 1.53 | 170% |
| Annual Report Gross Expense Ratio | 2.60 | 1.53 | 170% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 2.970 | 20.097 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.5M | 1.24B | 3% |
| Annual Yield % from dividends | 0.14 | 0.00 | - |
| Returns for 1 year | 4.72 | 36.97 | 13% |
| Returns for 3 years | 45.88 | 184.94 | 25% |
| Returns for 5 years | 96.43 | 117.62 | 82% |
| Returns for 10 years | 130.27 | 832.61 | 16% |
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