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UMPSX vs UOPSX
UMPSX vs UOPSX Comparison Chart in %
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UMPSX vs. UOPSX 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 UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.68B vs. UMPSX (33.1M). 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 (2.56) and UOPSX (2.45) have similar cost to investors . UMPSX is a more actively managed with annual turnover of: 70.00 vs. UOPSX (52.00). UMPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UMPSX annual gain was more profitable for investors over the last year : 3.34 vs. UOPSX (-4.10). UOPSX return over 5 years is better than : 42.23 vs. UMPSX (37.23).
| UMPSX | UOPSX | UMPSX / UOPSX | |
| Total Expense Ratio | 2.56 | 2.45 | 104% |
| Annual Report Gross Expense Ratio | 2.56 | 2.45 | 104% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 6.832 | 3.071 | 223% |
| 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 | 0.00 | - |
| Returns for 1 year | 3.34 | -4.10 | -81% |
| Returns for 3 years | 48.88 | 215.33 | 23% |
| Returns for 5 years | 37.23 | 42.23 | 88% |
| Returns for 10 years | 136.53 | 453.59 | 30% |
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