Interact to see
Advertisement
Advertisement
UMPSX vs UOPSX
UMPSX vs UOPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UMPSX vs. UOPSX commentary
Jun 07, 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: 1.06B vs. UMPSX (31M). 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 : 12.35 vs. UMPSX (-5.12). UOPSX return over 5 years is better than : 90.37 vs. UMPSX (62.37).
| 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 | -11.219 | -1.967 | 570% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31M | 1.06B | 3% |
| Annual Yield % from dividends | 0.16 | 0.00 | 4,163% |
| Returns for 1 year | -5.12 | 12.35 | -42% |
| Returns for 3 years | 5.62 | 86.30 | 7% |
| Returns for 5 years | 62.37 | 90.37 | 69% |
| Returns for 10 years | 71.63 | 474.64 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers