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UMPIX vs UOPIX
UMPIX vs UOPIX Comparison Chart in %
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UMPIX vs. UOPIX commentary
Jan 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 UMPIX is a Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.26B vs. UMPIX (34.4M). UOPIX pays higher dividends than UMPIX: UOPIX (0.36) vs UMPIX (0.19). 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 annual gain was more profitable for investors over the last year : 14.67 vs. UMPIX (11.64). UOPIX return over 5 years is better than : 70.40 vs. UMPIX (41.56).
| 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 | 10.259 | 1.459 | 703% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.4M | 1.26B | 3% |
| Annual Yield % from dividends | 0.19 | 0.36 | 52% |
| Returns for 1 year | 11.64 | 14.67 | 79% |
| Returns for 3 years | 45.17 | 207.85 | 22% |
| Returns for 5 years | 41.56 | 70.40 | 59% |
| Returns for 10 years | 259.89 | 858.87 | 30% |
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