UMPSX
Price
$66.06
Change
+$1.13 (+1.74%)
Updated
Jun 2 closing price
Net Assets
45.22M
UOPSX
Price
$111.60
Change
+$1.04 (+0.94%)
Updated
Jun 2 closing price
Net Assets
1.59B
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UMPSX vs UOPSX

Header iconUMPSX vs UOPSX Comparison
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UMPSX vs UOPSX Comparison Chart in %
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UMPSX vs. UOPSX commentary
Jun 04, 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 Buy and UOPSX is a Buy.

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FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.59B vs. UMPSX (45.2M). 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 (44.39) and UOPSX (43.77) have marching annual gain over last year. UOPSX return over 5 years is better than : 76.30 vs. UMPSX (20.30).
UMPSXUOPSXUMPSX / UOPSX
Total Expense Ratio2.562.45104%
Annual Report Gross Expense Ratio2.562.45104%
Fund Existence26 years29 years-
Gain YTD22.90440.51957%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets45.2M1.59B3%
Annual Yield % from dividends0.000.00-
Returns for 1 year44.3943.77101%
Returns for 3 years71.80148.8448%
Returns for 5 years20.3076.3027%
Returns for 10 years155.15731.7021%
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