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SMPIX vs UOPIX
SMPIX vs UOPIX Comparison Chart in %
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SMPIX vs. UOPIX commentary
Aug 02, 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: 1.19B vs. SMPIX (454M). SMPIX pays higher dividends than UOPIX: SMPIX (0.11) vs UOPIX (0.00). SMPIX was incepted earlier than UOPIX: SMPIX (25 years) vs UOPIX (28 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. SMPIX annual gain was more profitable for investors over the last year : 39.14 vs. UOPIX (34.41). SMPIX return over 5 years is better than : 567.47 vs. UOPIX (109.01).
| 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 | 28 years | - |
| Gain YTD | 30.614 | 13.157 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 1.19B | 38% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | 39.14 | 34.41 | 114% |
| Returns for 3 years | 352.11 | 123.53 | 285% |
| Returns for 5 years | 567.47 | 109.01 | 521% |
| Returns for 10 years | 1910.76 | 679.29 | 281% |
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