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UMPSX vs UOPIX
UMPSX vs UOPIX Comparison Chart in %
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UMPSX vs. UOPIX commentary
Feb 05, 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 Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.23B vs. UMPSX (35.6M). UOPIX pays higher dividends than UMPSX: UOPIX (0.35) vs UMPSX (0.00). UMPSX was incepted earlier than UOPIX: UMPSX (26 years) vs UOPIX (28 years). UMPSX (2.56) is less costly to investors than UOPIX (1.45). UMPSX is a more actively managed with annual turnover of: 70.00 vs. UOPIX (52.00). UMPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX (7.99) and UMPSX (7.76) have marching annual gain over last year. UOPIX return over 5 years is better than : 50.35 vs. UMPSX (29.64).
| UMPSX | UOPIX | UMPSX / UOPIX | |
| Total Expense Ratio | 2.56 | 1.45 | 177% |
| Annual Report Gross Expense Ratio | 2.56 | 1.45 | 177% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 9.635 | -0.016 | -60,396% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.6M | 1.23B | 3% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | 7.76 | 7.99 | 97% |
| Returns for 3 years | 27.90 | 157.58 | 18% |
| Returns for 5 years | 29.64 | 50.35 | 59% |
| Returns for 10 years | 211.10 | 903.94 | 23% |
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