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SMPIX vs UOPIX
SMPIX vs UOPIX Comparison Chart
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SMPIX vs. UOPIX commentary
Apr 25, 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: 781M vs. SMPIX (224M). 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 : 0.70 vs. SMPIX (-12.90). SMPIX return over 5 years is better than : 327.85 vs. UOPIX (109.25).
| 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 | -34.927 | -25.144 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 781M | 29% |
| Annual Yield % from dividends | 0.19 | 0.50 | 37% |
| Returns for 1 year | -12.90 | 0.70 | -1,846% |
| Returns for 3 years | 112.55 | 28.67 | 393% |
| Returns for 5 years | 327.85 | 109.25 | 300% |
| Returns for 10 years | 772.47 | 422.72 | 183% |