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SMPIX vs UOPIX
SMPIX vs UOPIX Comparison Chart
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SMPIX vs. UOPIX commentary
Jun 07, 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 StrongBuy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.06B vs. SMPIX (346M). UOPIX pays higher dividends than SMPIX: UOPIX (0.43) vs SMPIX (0.15). 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. UOPIX annual gain was more profitable for investors over the last year : 13.48 vs. SMPIX (-9.60). SMPIX return over 5 years is better than : 426.14 vs. UOPIX (121.35).
| 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 | -0.246 | -1.545 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 1.06B | 33% |
| Annual Yield % from dividends | 0.15 | 0.43 | 35% |
| Returns for 1 year | -9.60 | 13.48 | -71% |
| Returns for 3 years | 225.70 | 96.27 | 234% |
| Returns for 5 years | 426.14 | 121.35 | 351% |
| Returns for 10 years | 1197.41 | 619.00 | 193% |
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