Interact to see
Advertisement
Advertisement
UMPSX vs UOPIX
UMPSX vs UOPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UMPSX vs. UOPIX commentary
Oct 19, 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: 1.25B vs. UMPSX (32.2M). UOPIX pays higher dividends than UMPSX: UOPIX (0.37) vs UMPSX (0.14). UMPSX was incepted earlier than UOPIX: UMPSX (26 years) vs UOPIX (28 years). UMPSX (2.60) is less costly to investors than UOPIX (1.53). UMPSX is a more actively managed with annual turnover of: 63.00 vs. UOPIX (22.00). UMPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 32.33 vs. UMPSX (-7.72). UOPIX return over 5 years is better than : 98.84 vs. UMPSX (69.01).
| UMPSX | UOPIX | UMPSX / UOPIX | |
| Total Expense Ratio | 2.60 | 1.53 | 170% |
| Annual Report Gross Expense Ratio | 2.60 | 1.53 | 170% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | -1.203 | 24.463 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.2M | 1.25B | 3% |
| Annual Yield % from dividends | 0.14 | 0.37 | 38% |
| Returns for 1 year | -7.72 | 32.33 | -24% |
| Returns for 3 years | 46.29 | 238.59 | 19% |
| Returns for 5 years | 69.01 | 98.84 | 70% |
| Returns for 10 years | 113.87 | 820.62 | 14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement