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UMPIX vs UOPIX
UMPIX vs UOPIX Comparison Chart in %
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UMPIX vs. UOPIX commentary
Dec 26, 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 Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.53B vs. UMPIX (33.1M). 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 (1.56) is less costly to investors than UOPIX (1.45). UMPIX is a more actively managed with annual turnover of: 70.00 vs. UOPIX (52.00). UMPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX (4.87) and UMPIX (4.84) have marching annual gain over last year. UOPIX return over 5 years is better than : 74.73 vs. UMPIX (45.70).
| UMPIX | UOPIX | UMPIX / UOPIX | |
| Total Expense Ratio | 1.56 | 1.45 | 108% |
| Annual Report Gross Expense Ratio | 1.56 | 1.45 | 108% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 7.614 | 13.032 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1M | 1.53B | 2% |
| Annual Yield % from dividends | 0.92 | 0.35 | 259% |
| Returns for 1 year | 4.84 | 4.87 | 99% |
| Returns for 3 years | 53.07 | 242.29 | 22% |
| Returns for 5 years | 45.70 | 74.73 | 61% |
| Returns for 10 years | 171.86 | 674.34 | 25% |
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