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UMPSX vs UOPSX
UMPSX vs UOPSX Comparison Chart
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UMPSX vs. UOPSX commentary
Apr 11, 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 639M vs. UMPSX (23.4M). UMPSX pays higher dividends than UOPSX: UMPSX (0.17) vs UOPSX (0.00). UMPSX was incepted earlier than UOPSX: UMPSX (25 years) vs UOPSX (27 years). UMPSX (2.60) and UOPSX (2.53) have similar cost to investors . UMPSX is a more actively managed with annual turnover of: 63.00 vs. UOPSX (22.00). UMPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : -21.29 vs. UMPSX (-33.88). UOPSX return over 5 years is better than : 73.33 vs. UMPSX (69.18).
| UMPSX | UOPSX | UMPSX / UOPSX | |
| Total Expense Ratio | 2.60 | 2.53 | 103% |
| Annual Report Gross Expense Ratio | 2.60 | 2.53 | 103% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -34.666 | -36.328 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4M | 639M | 4% |
| Annual Yield % from dividends | 0.17 | 0.00 | 3,614% |
| Returns for 1 year | -33.88 | -21.29 | 159% |
| Returns for 3 years | -26.27 | -7.59 | 346% |
| Returns for 5 years | 69.18 | 73.33 | 94% |
| Returns for 10 years | 22.44 | 272.39 | 8% |
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