Interact to see
Advertisement
Advertisement
UMPIX vs UOPSX
UMPIX vs UOPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UMPIX vs. UOPSX 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 UOPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.26B vs. UMPIX (34.4M). UMPIX pays higher dividends than UOPSX: UMPIX (0.19) vs UOPSX (0.00). UMPIX was incepted earlier than UOPSX: UMPIX (26 years) vs UOPSX (28 years). UOPSX (2.45) is less costly to investors than UMPIX (1.56). UMPIX is a more actively managed with annual turnover of: 70.00 vs. UOPSX (52.00). UMPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UMPIX annual gain was more profitable for investors over the last year : 11.64 vs. UOPSX (4.16). UMPIX return over 5 years is better than : 41.56 vs. UOPSX (38.18).
| UMPIX | UOPSX | UMPIX / UOPSX | |
| Total Expense Ratio | 1.56 | 2.45 | 64% |
| Annual Report Gross Expense Ratio | 1.56 | 2.45 | 64% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 10.259 | 1.423 | 721% |
| 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 | 0.00 | - |
| Returns for 1 year | 11.64 | 4.16 | 280% |
| Returns for 3 years | 45.17 | 173.94 | 26% |
| Returns for 5 years | 41.56 | 38.18 | 109% |
| Returns for 10 years | 259.89 | 602.98 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement