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UMPSX vs UOPSX
UMPSX vs UOPSX Comparison Chart in %
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UMPSX vs. UOPSX 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 UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.25B vs. UMPSX (32.2M). UMPSX pays higher dividends than UOPSX: UMPSX (0.14) vs UOPSX (0.00). UMPSX was incepted earlier than UOPSX: UMPSX (26 years) vs UOPSX (28 years). UMPSX (2.60) and UOPSX (2.53) have similar cost to investors . UMPSX is a more actively managed with annual turnover of: 63.00 vs. UOPSX (22.00). UMPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 29.65 vs. UMPSX (-7.72). UOPSX (69.21) and UMPSX (69.01) have equivalent 5 years return.
| UMPSX | UOPSX | UMPSX / UOPSX | |
| Total Expense Ratio | 2.60 | 2.53 | 103% |
| Annual Report Gross Expense Ratio | 2.60 | 2.53 | 103% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | -1.203 | 22.180 | -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 | 0.00 | - |
| Returns for 1 year | -7.72 | 29.65 | -26% |
| Returns for 3 years | 46.29 | 217.89 | 21% |
| Returns for 5 years | 69.01 | 69.21 | 100% |
| Returns for 10 years | 113.87 | 628.00 | 18% |
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