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UMPSX vs UOPSX
UMPSX vs UOPSX Comparison Chart in %
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UMPSX vs. UOPSX commentary
Jun 28, 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.13B vs. UMPSX (32.1M). UMPSX pays higher dividends than UOPSX: UMPSX (0.16) vs UOPSX (0.00). UMPSX was incepted earlier than UOPSX: UMPSX (25 years) vs UOPSX (28 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 : 11.03 vs. UMPSX (-0.94). UMPSX (106.44) and UOPSX (102.17) have equivalent 5 years return.
| 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 | 28 years | - |
| Gain YTD | -9.530 | 3.984 | -239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1M | 1.13B | 3% |
| Annual Yield % from dividends | 0.16 | 0.00 | 4,163% |
| Returns for 1 year | -0.94 | 11.03 | -9% |
| Returns for 3 years | 30.49 | 123.72 | 25% |
| Returns for 5 years | 106.44 | 102.17 | 104% |
| Returns for 10 years | 78.02 | 523.99 | 15% |
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