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UMPSX vs UOPSX
UMPSX vs UOPSX Comparison Chart in %
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UMPSX vs. UOPSX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.23B vs. UMPSX (35.6M). UMPSX (0.00) and UOPSX (0.00) have matching dividends . 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 : 7.76 vs. UOPSX (-1.90). UMPSX return over 5 years is better than : 29.64 vs. UOPSX (21.92).
| 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 | 9.635 | -0.102 | -9,475% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.6M | 1.23B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.76 | -1.90 | -409% |
| Returns for 3 years | 27.90 | 129.29 | 22% |
| Returns for 5 years | 29.64 | 21.92 | 135% |
| Returns for 10 years | 211.10 | 636.07 | 33% |
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