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UMPSX vs UOPIX
UMPSX vs UOPIX Comparison Chart in %
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UMPSX vs. UOPIX commentary
Nov 14, 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: 1.52B vs. UMPSX (30.8M). UOPIX pays higher dividends than UMPSX: UOPIX (0.34) 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 : 28.52 vs. UMPSX (-9.95). UOPIX return over 5 years is better than : 107.59 vs. UMPSX (55.81).
| 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 | 1.417 | 30.766 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 1.52B | 2% |
| Annual Yield % from dividends | 0.14 | 0.34 | 42% |
| Returns for 1 year | -9.95 | 28.52 | -35% |
| Returns for 3 years | 29.66 | 220.63 | 13% |
| Returns for 5 years | 55.81 | 107.59 | 52% |
| Returns for 10 years | 130.18 | 840.83 | 15% |
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