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UMPSX vs UOPIX
UMPSX vs UOPIX Comparison
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UMPSX vs UOPIX Comparison Chart in %
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UMPSX vs. UOPIX commentary
Jun 04, 2026
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: 1.59B vs. UMPSX (45.2M). UOPIX pays higher dividends than UMPSX: UOPIX (0.27) vs UMPSX (0.00). UMPSX was incepted earlier than UOPIX: UMPSX (26 years) vs UOPIX (29 years). UMPSX (2.56) is less costly to investors than UOPIX (1.45). UMPSX is a more actively managed with annual turnover of: 70.00 vs. UOPIX (52.00). UMPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 58.27 vs. UMPSX (44.39). UOPIX return over 5 years is better than : 117.41 vs. UMPSX (20.30).
| UMPSX | UOPIX | UMPSX / UOPIX | |
| Total Expense Ratio | 2.56 | 1.45 | 177% |
| Annual Report Gross Expense Ratio | 2.56 | 1.45 | 177% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 22.904 | 41.085 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.2M | 1.59B | 3% |
| Annual Yield % from dividends | 0.00 | 0.27 | - |
| Returns for 1 year | 44.39 | 58.27 | 76% |
| Returns for 3 years | 71.80 | 179.49 | 40% |
| Returns for 5 years | 20.30 | 117.41 | 17% |
| Returns for 10 years | 155.15 | 1034.30 | 15% |
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