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UMPSX vs UOPSX
UMPSX vs UOPSX Comparison Chart in %
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UMPSX vs. UOPSX commentary
Jul 05, 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: 1.21B vs. UMPSX (33.9M). UMPSX pays higher dividends than UOPSX: UMPSX (0.15) 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 : 12.34 vs. UMPSX (7.71). UMPSX return over 5 years is better than : 110.29 vs. UOPSX (93.73).
| 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 | -1.320 | 9.732 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.9M | 1.21B | 3% |
| Annual Yield % from dividends | 0.15 | 0.00 | 4,378% |
| Returns for 1 year | 7.71 | 12.34 | 62% |
| Returns for 3 years | 48.10 | 154.05 | 31% |
| Returns for 5 years | 110.29 | 93.73 | 118% |
| Returns for 10 years | 94.05 | 546.98 | 17% |
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