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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
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.47B vs. UMPSX (46.8M). UMPSX (0.00) and UOPSX (0.00) have matching dividends . UMPSX was incepted earlier than UOPSX: UMPSX (27 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 : 41.32 vs. UOPSX (12.01). UOPSX return over 5 years is better than : 33.76 vs. UMPSX (31.19).
| UMPSX | UOPSX | UMPSX / UOPSX | |
| Total Expense Ratio | 2.56 | 2.45 | 104% |
| Annual Report Gross Expense Ratio | 2.56 | 2.45 | 104% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | 34.923 | 32.499 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 1.47B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 41.32 | 12.01 | 344% |
| Returns for 3 years | 73.71 | 124.10 | 59% |
| Returns for 5 years | 31.19 | 33.76 | 92% |
| Returns for 10 years | 163.02 | 597.25 | 27% |
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