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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
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.47B vs. UMPSX (46.8M). UOPIX pays higher dividends than UMPSX: UOPIX (0.31) vs UMPSX (0.00). UMPSX was incepted earlier than UOPIX: UMPSX (27 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. UMPSX annual gain was more profitable for investors over the last year : 41.32 vs. UOPIX (23.31). UOPIX return over 5 years is better than : 64.91 vs. UMPSX (31.19).
| UMPSX | UOPIX | UMPSX / UOPIX | |
| Total Expense Ratio | 2.56 | 1.45 | 177% |
| Annual Report Gross Expense Ratio | 2.56 | 1.45 | 177% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | 34.923 | 33.278 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 1.47B | 3% |
| Annual Yield % from dividends | 0.00 | 0.31 | - |
| Returns for 1 year | 41.32 | 23.31 | 177% |
| Returns for 3 years | 73.71 | 151.68 | 49% |
| Returns for 5 years | 31.19 | 64.91 | 48% |
| Returns for 10 years | 163.02 | 850.75 | 19% |
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