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SMPIX vs UOPIX
SMPIX vs UOPIX Comparison Chart
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SMPIX vs. UOPIX commentary
Apr 04, 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 SMPIX is a Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 839M vs. SMPIX (259M). UOPIX pays higher dividends than SMPIX: UOPIX (0.50) vs SMPIX (0.19). SMPIX was incepted earlier than UOPIX: SMPIX (25 years) vs UOPIX (27 years). UOPIX (1.53) and SMPIX (1.52) have similar cost to investors . SMPIX is a more actively managed with annual turnover of: 189.00 vs. UOPIX (22.00). SMPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 5.22 vs. SMPIX (-15.37). SMPIX return over 5 years is better than : 500.13 vs. UOPIX (217.86).
| SMPIX | UOPIX | SMPIX / UOPIX | |
| Total Expense Ratio | 1.52 | 1.53 | 99% |
| Annual Report Gross Expense Ratio | 1.52 | 1.53 | 99% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -26.522 | -15.453 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 839M | 31% |
| Annual Yield % from dividends | 0.19 | 0.50 | 37% |
| Returns for 1 year | -15.37 | 5.22 | -294% |
| Returns for 3 years | 88.37 | 15.11 | 585% |
| Returns for 5 years | 500.13 | 217.86 | 230% |
| Returns for 10 years | 887.59 | 537.47 | 165% |
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