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UMPSX vs UOPSX
UMPSX vs UOPSX Comparison
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UMPSX vs UOPSX Comparison Chart in %
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UMPSX vs. UOPSX commentary
Jun 21, 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 Hold and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.55B vs. UMPSX (41.1M). UMPSX (0.00) and UOPSX (0.00) have matching dividends . UMPSX was incepted earlier than UOPSX: UMPSX (26 years) vs UOPSX (29 years). UMPSX (2.56) and UOPSX (2.45) have similar cost to investors . UMPSX is a more actively managed with annual turnover of: 70.00 vs. UOPSX (52.00). UMPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UMPSX annual gain was more profitable for investors over the last year : 46.72 vs. UOPSX (38.98). UOPSX return over 5 years is better than : 61.22 vs. UMPSX (34.54).
| UMPSX | UOPSX | UMPSX / UOPSX | |
| Total Expense Ratio | 2.56 | 2.45 | 104% |
| Annual Report Gross Expense Ratio | 2.56 | 2.45 | 104% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 27.087 | 38.294 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 1.55B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 46.72 | 38.98 | 120% |
| Returns for 3 years | 67.69 | 128.64 | 53% |
| Returns for 5 years | 34.54 | 61.22 | 56% |
| Returns for 10 years | 165.94 | 760.84 | 22% |
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