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UMPSX vs UOPSX
UMPSX vs UOPSX Comparison Chart
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UMPSX vs. UOPSX 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 UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.28B vs. UMPSX (37.6M). UMPSX pays higher dividends than UOPSX: UMPSX (0.46) vs UOPSX (0.00). UMPSX was incepted earlier than UOPSX: UMPSX (25 years) vs UOPSX (27 years). UOPSX is a more actively managed with annual turnover of: 60.00 vs. UMPSX (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 : 45.45 vs. UMPSX (16.63). UOPSX return over 5 years is better than : 112.88 vs. UMPSX (32.55).
| UMPSX | UOPSX | UMPSX / UOPSX | |
| 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 | 44.462 | 37% |
| 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 | 45.45 | 37% |
| Returns for 3 years | 1.25 | 16.03 | 8% |
| Returns for 5 years | 32.55 | 112.88 | 29% |
| Returns for 10 years | 107.13 | 536.40 | 20% |
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