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UMPSX vs UOPIX
UMPSX vs UOPIX Comparison Chart in %
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UMPSX vs. UOPIX commentary
Dec 27, 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 UMPSX is a Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.68B vs. UMPSX (33.1M). UOPIX pays higher dividends than UMPSX: UOPIX (0.35) vs UMPSX (0.14). 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 annual gain was more profitable for investors over the last year : 5.59 vs. UMPSX (3.34). UOPIX return over 5 years is better than : 75.42 vs. UMPSX (37.23).
| 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 | 6.832 | 13.479 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1M | 1.68B | 2% |
| Annual Yield % from dividends | 0.14 | 0.35 | 39% |
| Returns for 1 year | 3.34 | 5.59 | 60% |
| Returns for 3 years | 48.88 | 254.37 | 19% |
| Returns for 5 years | 37.23 | 75.42 | 49% |
| Returns for 10 years | 136.53 | 655.14 | 21% |
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