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OPGSX vs UIPMX
OPGSX vs UIPMX Comparison
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OPGSX vs UIPMX Comparison Chart in %
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OPGSX vs. UIPMX commentary
Jun 19, 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 OPGSX is a Hold and UIPMX is a Hold.
FUNDAMENTALS
Fundamentals
OPGSX has more cash in the bank: 3.85B vs. UIPMX (1.09B). OPGSX pays higher dividends than UIPMX: OPGSX (0.41) vs UIPMX (0.25). OPGSX was incepted earlier than UIPMX: OPGSX (43 years) vs UIPMX (18 years). UIPMX (1.10) and OPGSX (1.05) have similar cost to investors . OPGSX is a more actively managed with annual turnover of: 47.00 vs. UIPMX (1.00). OPGSX has a lower initial minimum investment than UIPMX: OPGSX (1000) vs UIPMX (1000000). UIPMX (56.37) and OPGSX (55.39) have marching annual gain over last year. UIPMX return over 5 years is better than : 151.76 vs. OPGSX (128.21).
| OPGSX | UIPMX | OPGSX / UIPMX | |
| Total Expense Ratio | 1.05 | 1.01 | 104% |
| Annual Report Gross Expense Ratio | 1.05 | 1.10 | 95% |
| Fund Existence | 43 years | 18 years | - |
| Gain YTD | -0.017 | -1.727 | 1% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.85B | 1.09B | 352% |
| Annual Yield % from dividends | 0.41 | 0.25 | 164% |
| Returns for 1 year | 55.39 | 56.37 | 98% |
| Returns for 3 years | 153.31 | 176.28 | 87% |
| Returns for 5 years | 128.21 | 151.76 | 84% |
| Returns for 10 years | 273.72 | 232.61 | 118% |
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