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SMPIX vs UOPIX
SMPIX vs UOPIX Comparison Chart
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SMPIX vs. UOPIX commentary
Feb 23, 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: 1.08B vs. SMPIX (385M). SMPIX (0.00) and UOPIX (0.00) have matching dividends . SMPIX was incepted earlier than UOPIX: SMPIX (25 years) vs UOPIX (27 years). SMPIX is a more actively managed with annual turnover of: 72.00 vs. UOPIX (60.00). SMPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 31.18 vs. SMPIX (27.73). SMPIX return over 5 years is better than : 432.18 vs. UOPIX (129.30).
| SMPIX | UOPIX | SMPIX / UOPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -0.887 | 4.470 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 1.08B | 36% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 27.73 | 31.18 | 89% |
| Returns for 3 years | 175.48 | 67.58 | 260% |
| Returns for 5 years | 432.18 | 129.30 | 334% |
| Returns for 10 years | 1131.66 | 650.00 | 174% |
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