Interact to see
Advertisement
Advertisement
UMPIX vs UOPIX
UMPIX vs UOPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UMPIX vs. UOPIX commentary
Dec 04, 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 UMPIX is a Buy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.74B vs. UMPIX (32.3M). UMPIX pays higher dividends than UOPIX: UMPIX (0.92) vs UOPIX (0.35). UMPIX was incepted earlier than UOPIX: UMPIX (26 years) vs UOPIX (28 years). UMPIX (1.60) and UOPIX (1.53) have similar cost to investors . UMPIX is a more actively managed with annual turnover of: 63.00 vs. UOPIX (22.00). UMPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 26.61 vs. UMPIX (-10.62). UOPIX return over 5 years is better than : 88.47 vs. UMPIX (55.61).
| UMPIX | UOPIX | UMPIX / UOPIX | |
| Total Expense Ratio | 1.60 | 1.53 | 105% |
| Annual Report Gross Expense Ratio | 1.60 | 1.53 | 105% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 4.182 | 29.416 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3M | 1.74B | 2% |
| Annual Yield % from dividends | 0.92 | 0.35 | 259% |
| Returns for 1 year | -10.62 | 26.61 | -40% |
| Returns for 3 years | 32.05 | 209.60 | 15% |
| Returns for 5 years | 55.61 | 88.47 | 63% |
| Returns for 10 years | 151.11 | 749.81 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement