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UMPSX vs UOPIX
UMPSX vs UOPIX Comparison Chart
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UMPSX vs. UOPIX commentary
Dec 23, 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 Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.28B vs. UMPSX (37.6M). 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 annual gain was more profitable for investors over the last year : 46.90 vs. UMPSX (16.63). UOPIX return over 5 years is better than : 151.01 vs. UMPSX (32.55).
| 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 | 16.402 | 45.884 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6M | 1.28B | 3% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 16.63 | 46.90 | 35% |
| Returns for 3 years | 1.25 | 22.26 | 6% |
| Returns for 5 years | 32.55 | 151.01 | 22% |
| Returns for 10 years | 107.13 | 696.32 | 15% |
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